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BBB Accreditation

A BBB Accredited Business since

BBB has determined that 1800Accountant meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

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366 Madison Avenue 10th Floor

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Complaint Trends - Last 3 Years

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BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience

Value

Positive Review

5 points per review

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3 points per review

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1 point per review

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Details

BBB Letter Grade Scale

BBB Rating

Value

A+

5

A

4.66

A-

4.33

B+

4

B

3.66

B-

3.33

C+

3

C

2.66

C-

2.33

D+

2

D

1.66

D-

1.33

F

1

NR

-----

Star Rating scale

Average Score

5 stars

5.00

4.5 stars

4.50-4.99

4 stars

4.00-4.49

3.5 stars

3.50-3.99

3 stars

3.00-3.49

2.5 stars

2.50-2.99

2 stars

2.00-2.49

1.5 stars

1.50-1.99

1 star

0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.

Additional Notes

Complaint: I utilized 1800 accounts to file federal business taxes. I was charged $1490 and an additional $497 on February *** 2015. However after generating an expense report for 2015, I found out that we were charged and additional $149 and $29.99 every month from March 2015 to October 2015. For total we we charged an additional $1192 from March *** to October *** plus an additional two charges of $49.99 on April 1***, 2015.
The only agreed service we initially purchased was for the business tax filings which I see is listed on 1800's site for $895 a year.
I have contacted 1800 accountants about 15 times over the past 4 months with no resolution. I have sent numerous emails with no responses. I was able to speak with an account manager who promised to contact me with a resolution. After numerous messages left to his voice-mail, I have still not yet received any response. Seeing as they refuse to respond at all, 1800 Accountants has completely defrauded my business by charging us over $1000 of services we never agreed to.

Desired Settlement: I would like a refund of the $1192 that was fraudulently charged to our business account.

Business
Response:

We have reviewed the client's account and have determined that the client is ineligible for a refund. This decision is based on our policy which was sent to the client and is available on the client's member portal on our website and was informed to the client during the initial sale. According to our policy "Many of our products and services are available on asubscription basis, which you may cancel at any time. In order to minimizeany confusion, we can accept cancellations in writing ONLY. You can cancel by written notice to us by email **************************** or by sending us a letter to the address below. Cancellation will become effective as of the next monthly billing cycle following receipt. If you have purchased a service that requires your participation, such as filing income tax returns or filing documents to establish a corporation, once your service is correctly provided to you, you cannot cancel that previously provided service, even if you decide not to participate further. Refunds. Monthly fees are non-refundable prior to cancellation, and are NOT pro-rated for partial months. All refunds will be made using the same formof payment you used to pay the fees: If you paid via credit card, any refund will be credited to you the next monthly billing cycle following receipt of your cancellation notice. If you have paid any moneys your subscription Services will be considered activated. If you have activatedthe Services, you acknowledge that we will retain the first month's charges. If you have purchased a service that requires your participation and we have yet to provide services you may request a full refundwithin 30 daysof activation. We may terminate all or part of your subscription with immediate effect and you will not be entitled to a refund, by giving written notice to you if you commit a material breach of any provisions of this Agreement, or a series of breaches of this Agreement, which when taken together amount to a material breach of this Agreement, provided that in the case of a breach, which is capable of remedy you fail to remedy the breach within fourteen (14) days of receiving a request to do so. Our records indicate the client did not request cancellation until 10/*/2015 which is after 30 days and therefore makes the client ineligible for a refund. As for the client's claim that we charged fraudulently, the charges the client is referring to are monthly membership fees for each of the two subscriptions that he purchased from us and he was informed of these monthly fees during the initial sale as well. We request that this dispute be denied to the client. We appreciate your assistance in this matter.

Thank you,

1800Accountant

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

When I first contacted 1-800 Accountants of the billing error, they offered no clarification of the error and stated that they would have a manager look into the refund process for me. However, my phone calls and emails were 100% ignored which was incredibly frustrating as a customer to receive that kind of service. I took the time to call and leave about 5 polite voicemails for an account manager named Issac who was the first to state that he would look into the matter and I never received any kind of contact back. My emails sent directly to their customer service email was also ignored. When I did get in contact with a temp customer service representative named Chris A*****, she was very kind to let me know that a manager named Tracy would call me later that day to discuss this billing error situation. I never received any contact back ever. After putting in all this time in attempt to receive a refund for services that were never rendered, but charged, I refuse to accept 1800's decision to purely reject my refund request off of what they believe was in their contract. My business purpose to utilize 1800 accountants were to simply have our federal taxes completed, but I NEVER ELECTED OR REQUESTED the additional services for which we were charged $149 and $29 for 10 additional months for services we DID NOT RECEIVE. I would like to have those charged refunded back to our account.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

****** **

Business
Response:

After further review of this client's account we have determined we will refund all monthly charges of $149 due to services not being rendered for book keeping. However we have attached the receipt for purchase of the client's package that does include the $29.99 monthly fee and also details the cancellation policy at the bottom of the receipt. Therefore we will not be able to refund that monthly fee. The client will see a refund back on his card in 3-5 business days. Thank you for your assistance in this matter.

1-800 Accountant

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: Been with them since April ***. First talk with lawyer was 30 minutes. At 30 minutes he said times up. I still had questions. I called another time and he did call back in a few days.. Another time I e-mailed him on May****. Haven't hear back yet, but I figured problem out myself. I am a older business owner with my son. I do the paperwork and I have a lot of questions. If I need a answer I would like to have it quickly. I would like to have somebody I could have sit down with and talk to them in person.

Desired Settlement: I have paid the $1490 payment plus the $30 a month for 3 months. I expect the balance back -minus the work they did for the 3 months. Thank You: *** ******

Consumer
Response:
For accounting service and they did sat up a s corp. For filing for taxes. Also had appt. on 4/**/16 at 5PM eastern. Never happen. Was suppose to be about payment processing and revenue generation. I just need someone local. I have to write things down to remember and if you have only 30 minutes its hard to write things down

Business
Response:

We have reviewed the client's account and have determined that the client is ineligible for a refund. This decision is based on our cancellation policy which was sent to the client and is available on the client's member portal on our website and was informed to the client during the initial sale. According to our policy " Many of our products and services are available on asubscription basis, which you may cancel at any time. In order to minimizeany confusion, we can accept cancellations in writing ONLY. You can cancel by written notice to us by email ***************************' or by sending us a letter to the address below. Cancellation will become effective as of the next monthly billing cycle following receipt. If you have purchased a service that requires your participation, such as filing income tax returns or filing documents to establish a corporation, once your service is correctly provided to you, you cannot cancel that previously provided service, even if you decide not to participate further. Refunds. Monthly fees are non-refundable prior to cancellation, and are NOT pro-rated for partial months. All refunds will be made using the same formof payment you used to pay the fees: If you paid via credit card, any refund will be credited to you the next monthly billing cycle following receipt of your cancellation notice. If you have paid any moneys your subscription Services will be considered activated. If you have activatedthe Services, you acknowledge that we will retain the first month's charges. If you have purchased a service that requires your participation and we have yet to provide services you may request a full refundwithin 30 daysof activation. We may terminate all or part of your subscription with immediate effect and you will not be entitled to a refund, by giving written notice to you if you commit a material breach of any provisions of this Agreement, or a series of breaches of this Agreement, which when taken together amount to a material breach of this Agreement, provided that in the case of a breach, which is capable of remedy you fail to remedy the breach within fourteen (14) days of receiving a request to do so." Our records show that the client has not requested cancellation with us. The client's sign up date was 4/*/2016 which is after the 30 days which makes him ineligible for a refund. We suggest that the client follow up directly with us to find a resolution. Thank you for your assistance in this matter.

Thank you,

***** **********

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: I paid these people 1625.00 for CPA SERVICES FOR 18 MONTHS plus 30.00 portal fees about 10 months ago and have not received any kind of services from them. I stopped paying for the portal back in January 2016 because the CPA stopped communicating via e-mail. I don't get calls or e-mails answered for the most part. I get excuses that they need questions answered but will not communicate via e-mail. They have not filed this year business taxes for me and I am extremely worried. I believe this company is a SCAM!

Desired Settlement: I need a full refund, this is a SCAM!

Business
Response:
We have reviewed this client's account and have determined that the client is ineligible for a refund. This decision is based on our policy which was sent to the client and is available on the clients member portal on our website (******************) and was informed to the client during the initial sale. According to our policy "Many of our products andservices are available on a subscription basis, which you may cancel at any time. In order to minimize any confusion, we can accept cancellations in writing ONLY. You can cancel by writtennotice to us by email **************************** or by sending us a letter to the address below. Cancellation will become effective as of the next monthly billing cycle following receipt. If you have purchased a service that requires your participation, such as filing income tax returns or filing documents to establish a corporation, once your service is correctly provided to you, you cannot cancel that previously provided service, even if you decide not to participate further. Refunds. Monthly fees are non-refundable prior to cancellation, and are NOT pro-rated for partial months. All refunds will be made using the same form of payment you used to pay the fees: If you paid via credit card, any refund will be credited to you the next monthly billing cycle following receipt of your cancellationnotice. If you have paid any moneys your subscription Services will be considered activated. If you have activated the Services, you acknowledge that we will retain the first month's charges.If you have purchased a service that requires your participation and we have yet to provide services you may request a full refundwithin 30 days of activation. We may terminate all or part of your subscription with immediate effect and you will not be entitled to a refund, by giving written notice to you if you commit a material breach of any provisions of this Agreement, or a series of breaches of this Agreement, which when taken together amount to a material breach of this Agreement, provided that in the case of a breach, which is capable of remedy you fail to remedy the breach within fourteen (14) days of receiving a request to do so." Our records show that the total amount the client has paid is $1674.98. This amount includes the initial package price and the monthly member fees as well. The client submitted the necessary information to complete her tax return on 5/*/16. The tax return is currently being prepared at this time. Our records also indicate that the client requested cancellation of services on 1/**/16 which is after the 30 days and therefore makes the client ineligible for a refund. We appreciate your assistance regarding this matter.

Additional Notes

Complaint: I pay for business bookkeeping, personal and business tax filing. I submitted my book keeping information for my company periodically during 2015. I received a call in early February 2016 regarding the information that I had submitted via online. The company representative did not know we had bookkeeping services with them. The communication is very poor. I was assigned a tax accountant, Reynard L****, who called once to introduce himself. He sent a few emails in which I responded. Weeks later we found out that they filed an extension on our Business taxes although I received no documentation only a verbal statement. They do not respond to my emails, phone calls, etc. Today, April *** 2016, I had to call the Billing Department to get someone to answer the phone. To date, they still have not completed my bookkeeping services that I pay $99/month for bookkeeping, $49.99/month for personal/business taxes & online portal. I requested to see my quarterly bookkeeping statements online. They say that is not accessible to me. I am now questioning if the bookkeeping has been done for 2015 at all! I need the taxes done so that I can be in good standing with the Texas State Comptroller's Office and the IRS.

Desired Settlement: I need the job finished -taxes filed for business and personal taxes- before April **** deadline. I need a copy of the extension that was filed to IRS. I need copies of quarterly book keeping records. I need reimbursement for bookkeeping, personal and business tax services.

Business
Response:
We have reviewed the client's file and wanted to inform you that we completed the client's taxes and bookkeeping on April ****. If the client has any questions related to the completed work, we request that they contact us directly. Thank you for your assistance regarding this matter.

Additional Notes

Complaint: I originally signed on with 1800accountant around October of 2015 as I had opened a new business and felt that I needed the guidance of a qualified accountant to assist me with quarterly and annual tax preparation, overall book keeping and future planning for retirement and other financial issues. I was charged $2187 and then $29.95 monthly. I was assigned to an accountant who was promised to assist me with all of my financial planning needs and to meet with me on a regular basis and as needed. I met with her, by telephone, once. During the call, although she provided me very preliminary information (basically told me to keep doing what I was already doing "for now") she informed me that she was very busy with corporate customers and that I would have to wait until after the New Year for assistance. She advised me to continue completing my own quarterly tax statements, although I mentioned that I was not certain I was doing these correctly and needed assistance. She mentioned how overworked she was and asked for my patience. She also stated that 1800accountant had charged me for services that I did not need and sent a partial refund of $297. My credit card continued to be billed for monthly services ($29.95).
After waiting patiently until the New Year, I then contacted the accountant, by email, in February to ask for assistance with tax preparation (business and personal, which she had promised during our phone call) and to open the door for my other accounting needs. The accountant again stated how overworked she was and that although she could work on my business tax preparation, all other accounting issues would have to wait until after the end of April, when she would have more time and after Personal Tax Preparations had been completed. I sent her all of my tax documents and after she prepared by business taxes (she filed them late), I received an email from her indicating that she had been fired from the company for complaining to administration about the working conditions and less than par services that clients received. She went on to say how corrupt the business was, that buyers should beware of the overworked, underpayed accountants at this business, who did not provide for their clients' needs.
I immediately contacted 1800accountant and left several messages, which were promised to be returned in 24 hours, but were not. After several more phone calls from me, I was advised that I would be assigned another accountant who wound contact me "**** ** *** ****". I then asked for my account to be cancelled and a refund sent to me for services that were largely undelivered. I stated that I would be happy to pay for my business tax preparation, if it was indeed filed, as I had never received receipt of filing, but felt that I was due a refund for other undelivered services. Again, I did not received calls back unless I phoned numerous times, waited on hold for over 30 minutes each time, and insisted that I receive attention ( I was repeatedly told that I could just expect to receive calls back within 24 hours). I was ultimately advised, by a customer service rep., that only $795 of the $2039.95 of my monies would be refunded to me as they stated that the rest of the funds (over $1244.95) was used to pay for my business tax preparations and for access to the 1800accountant library. I explained that I did not know about the library and had never accessed it. I also advised that I felt that $1244 was a steep price to pay for a single accounting phone call (that was less than helpful) and a single federal business tax filing. After several more phone calls, asking for reconsideration of refunding my monies, I was advised that was not to receive any further refunds and my account was closed.
I feel that this situation not only represent incredibly poor and unprofessional business, but is also along the linges of "Highway Robbery". I am very displeased with the lack of service and response from 1800accountant and feel that 1800accountant partakes in corrupt business practices and basically steals money from hard working and vulnerable people, such as myself, who rely on professionals to advise and guide them in accounting practices. After researching them further, online, I have now discovered that others feel the same and unfortunately, I am not alone, in this situation.

Desired Settlement: I would like a refund of the $1244.95, minus what is fair cost of Business Tax Preparation. Turbo Tax advertises Business Tax Preparation for $83. Other Internet sites state that a Professional Accountant may charge $250-500 for this Business Tax Preparation, based on difficulty of preparation. I am expecting a refund in the amount of $745 to $1162, depending on 1800accountant justification of level of complexity of my Business Tax Return Preparation

Business
Response:
We have already resolved this dispute with the client and have issued a refund totalling $1092. The client should have already received this cumulative credit as it was issued back in April. If the client has any questions or needs any assistance, we request that she contact us directly. We apologize for any inconvenience this may have caused to the client and we appreciate her patience. Thank you for your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

[1800accountant has not settled the amount that is in dispute ($1162.00). The company Has charged me a total of $2187. They have refunded me $297.00 for services not rendered and requested to be refunded to me by their worker in the year 2015. After disputing the remaining amount in 2016, for additional services not rendered but charged in the following five months, I was refunded $795.00. I have advised the business that I am not satisfied with this minimal refund for services largely not provided. I have never agreed to a settled amount and have voiced my discontent with their seriously concerning business practices. I continue to await a refund in the amount of $1162.00. The $1162 disputed amount is the difference of what I have been charged, minus the refunds, (balance of $1244) and the fair market value of the actual services rendered. I await a refund in the amount of $1162.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

**** *** ******************

Business
Response:

We have reviewed the client's rejection summary and have determined a full refund of the remaining amount disputed of $1162 in good faith. This refund was provided to the credit card on file and the client will have this amount available in 3-5 business days. We appreciate your assistance regarding this matter.

Thank you,

1-800 Accountant

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: The expectations and promises I was told were not fulfilled as per my agreement with 1800Accoutant. When I needed to speak with my accountant, responses were unmade unless I followed up on multiple occasions. This left me with no trust for the service I had come to expect. I only became aware of service and quality gaps after the 30 days of enrollment. Other issues such as them bringing me in as a client for 2015 tax services when I wanted to be brought in for 2016. They did nothing with my account at and I have come to the conclusion I do not want their service.
I tried to reach out to cancel my account and explain the situation, Tracy refused to cancel my account and stated I was out of luck and was after the 30-day window. I feel I am not being treated fairly as a customer and there is no lack of care of the overall best interests of the customer. I feel trapped, giving money for something that I have not used.

Desired Settlement: At this time, I am requesting a FULL refund of $1,890 that was charged on February **, 2016 and refunds of the monthly $29.99 charges.

Business
Response:

This is to inform you that we have already resolved this dispute directly with the client and have issued a partial refund in the amount of $1417.50 on 4/**/2016. The credit would have already

been posted to the client's card. If the client has any questions regarding his credit we request that he contact us directly. Thank you for your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: We opened our service in January 2016. We were led to believe by the sales person that the service we wanted would include the ability for our accountant to link into our Quickbooks online program and help us with our accounting. We found out later that we would have to pay more for this type of service in April 2016. We were never told that we have a 30 day time frame to cancel either until then. The whole reason to have an accountant is to work through our Quickbooks program that we use consistently. The other issue we were having was the fact that the accountant that they gave us has a hard time understanding English and has had continued problems with her emails because of her language limitations. One example is that she did not know our business structure is S corp and not LLC. We have paid for the entire year and maybe got 30 minute conference call and just a few emails. Those emails would take approximately 4-5 days for a reply and not 48 hours as they accountant promised. When ever we got a reminder to file taxes there would be a questionnaire for us to fill out to find out if we owe taxes. Never once were we told that we would be doing the leg work to have them file our taxes. From the very start when we inquired about the services we discussed the fact that we use Quickbooks on line exclusively and would like them to link to it for their information and to keep our bookkeeping correct and current. they also turned us over to their "QuickBooks department" who walked us through questions about properly coding our imputes etc. Again, not once did any one say they can not link to our program or that it was not part of our service. March **, 2016 I emailed our account rep and gave him a list of our complaints, hoping to resolve the issue quickly and professionally. His response the very same day was, "Hope all is well and thanks for letting me know! I am escalating this issue. Our client services/accounting team will be reaching out to you ASAP" We never got a response from this so called team. Our complaint was conveniently swept under the rug. We have emailed their manager 2x and left a voice mail asking for a refund and a call back, we have yet to get a response.

Desired Settlement: We want a refund for the amount not used as of April **, 2016 to the end of the year. That total amount prorated is as follows: Total amount paid $2,187.00 for the year. Remaining months not used: 8 months and 16 days equals: $1,552.08. (8 months $1,458.00 Plus 16 days $94.08)
We have also been charged a monthly rate of $30.00 that must be ceased as of April **,2016.

Business
Response:
We have already resolved this with the client and have refunded a portion of her loan in the amount of $1093. The loan company refunded that amount to the client on 4/**. The client should already see that credit posted to her account. If the client has any questions regarding her refund, we request that she contact us directly.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

The company only sent us a portion of the settlement with no explanation on why the remaining amount has not yet been sent. The total amount of the settlement we required is $1552.08. We received a partial refund of $1093.00. The remaining amount of our settlement is $459.08. Our complaint will not be resolved until our full amount of $1552.08 is refunded back to us.

The remaining amount of our settlement not refunded is $459.08.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

******** *****

Business
Response:

We have decided to refund an additional $459.08 as requested by the client in order to resolve this dispute. We have already emailed the finance company to refund that

amount and the client will see that credit in the next 5-7 business days. If the client has any questions regarding his refund we request that he contact us directly. We appreciate

your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: 1 800 accountant advertise themselves to be a bookkeeping and tax prep company my first complaint was once I tried to get them to help with bookkeeping I was told no they don't do that. My second complaint has to do with their website it's a terrible software that did not work for me I was told that the monthlbooks of 29.99 I paid was for the website. As a result I stopped paying that fee. 1800 accountant then cancelled my entire membership forgoing the $1,400 that I paid for the tax prep for personal and business and consultation.
Another issue I had was that my S Corp filing was due March ***. An email should have been sent out but I did not receive it as a result and have to pay a penalty because the accountants that I hired did not make sure that that information was communicanot me.

Desired Settlement: I'd like to receive a refund for the service if not 100% at least the majority because I do not believe they did their jobs.

Business
Response:

We have reviewed the client account and want the client to know that he has not lost the service as his membership was cancelled due to the outstanding fees on his account. We are more than willing to prepare the client’s taxes once the client provides his tax documents and completes his tax organizer. If the client has already prepared his taxes outside of our firm, we are more than willing to rollover the unused tax preparation for next year. In regards to the client’s penalty, we request that he contact us directly in order to review his penalty letter from the IRS but we did send an auto email to all clients regarding the tax filing deadline. If the client has any other questions, please feel free to contact us. Thank you for your assistance regarding this matter.

Additional Notes

Complaint: A representative with 1800 Accountant (in Arizona) called to offer POS services with a company named ******. She explained the "deal" that had to locked in before the end of March to keep the current prices before they went up in April. Her entire description of the way ****** operates gave me concern, which I voice. They were inflexible, wanted a long service contract, but she assured me that I would not find any other services that cost less than her client. Well, I did. I formally cancelled the service, informed ****** by email, and refused the package they sent via Federal Express.
I received a notice on my Company Checking account (which had $477 on deposit) that a $500 debit charge had been applied by ******, putting me in NSF, incurring $33 in fees. I went to my bank this morning and filed a formal dispute. They looked up my account at approximately 1pm today, and informed me that ****** was in the act of making another debit transaction on my account!
I notified the 1800 Accountant representative that this was happening without my consent or authority. Her response was a simple: "I looked into the $500 you mentioned and there was a cancellation fee listed with your application. Since you decided to cancel, First Nationwide did assess this fee in accordance with your refusal of the equipment/account.
Thank you."
As a matter of fact, I looked through the ENTIRE contract, and there is no notice of a cancellation fee in any amount.
I was assured when I enlisted the help of 1800 Accountant that I would not need to worry about bookkeeping issues, that they would be able to handle ALL of my needs. They hung me out to dry!! I have paid over $1,500 for a year of service, and on the advice of this one representative, am now over $2,000 in debt for NO SERVICE except bad advise. I'm guessing there is a bonus with every client she signs up for a ****** POS system. She was very adamant about what a great deal this was. When I told her of my dissatisfaction of the way she has handled this transaction from start to finish, she basically walked away from any responsibility for recommending the criminals she represents.

Desired Settlement: At this time, my bank is in the process of following through with a formal dispute of the charges. 1800 Accountant has a responsibility to represent their client (myself) in good faith. I have proven that the company and service (******) they represented does not operate with integrity. 1800 Accountant should be representing me, the best interests for my company, not collecting a bonus for signing me up for a POS system with a company that does not provide good service. Their recommendation has cost me $533 for trying to sell me a ****** POS package, not to mention how my credit will be affected by having a NSF in the first month I've had this business account.

Business
Response:*** *******, the owner of Corner Tracks Saloon and Stage, signed a three year contract for merchant card services on February *, 2016. On page one of the document he initialed that he agrees to lease a ****** POS device for $29.95 per month. On page two of the agreement he initialed that he agrees to a $500 Early Termination Fee. The Early Termination Fee is designed to cover up front set up costs including cost of goods sold for the ****** POS device, programming and shipping fees, and restocking fees from the manufacturer. All pricing and fees were fully disclosed in the document. *** ******* initialed the bottom of each page confirming his understanding of the pricing and fees, and signed both agreement execution section and the personal guaranty section on page four acknowledging his receipt of the Program Guide, and understanding of the agreement and services.

On February *, 2016, *** ******* also signed page three of the Program Guide acknowledging several additional details including the following:

Page 3, Item 2 "We may debit your bank account from time to time for amounts owed to us under the agreement"

Page 3, Item 8 "...in the event you terminate the agreement prior to the expiration of your initial three year term, you will be responsible for an early termination fee..."

Page 3, Item 9 "If you lease equipment from the processor.....THIS IS A NON-CANCELABLE LEASE FOR THE FULL TERM INDICATED."

The merchant card services represented by 1-800Accountant includes processing and POS equipment by First Data Corporation and transaction settlement by ***** ***** ****. Both organizations are recognized and respected leaders in the merchant card services industry.

Additional Notes

Complaint: Their accountant returned none of my calls this year, responded to none of my emails this year, and did not acknowledge the tax documents I uploaded to them two months ago. I asked for a new accountant on April *** and was assured by an employee (Jason) that a new accountant was going to contact me by Tuesday, April ****. I hadn't been contacted by anyone as of April ****, forcing me to complete my own taxes, business and personal.
They provided no service AT ALL. I insisted on a full refund of all fees paid, both by phone and by email. They refused to provide a refund.

Desired Settlement: Because they provided no accounting services at all, I am seeking a full refund of all monthly fees I paid, a total of $693.00.

Business
Response:
We have reviewed the clients claim and since the client's taxes were not completed, we are willing to offer a 75% refund. This is due to the fact that the monthly fees that the client paid was not just for tax preparation rather it also included unlimited access to an accountant for questions as well as access to our client books on the member website. Since some of the services were not rendered and the client was not completely satisfied with the service, it is only fair to offer the client a partial refund. We therefore request that the client inform the BBB of his acceptance in order for us to issue a partial refund. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

Because they failed to prepare my business taxes (and ignored my phone messages and emails requesting status), I ended up filing late and incurred a $390 penalty from the IRS. They did nothing but cost me money.

I insist on a complete refund of all fees paid.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Additional Notes

Complaint: I hired 1800 Accountant to complete my 2015 taxes. I had started a small side business in 2015 and wanted a professional to complete my taxes. When I hired them, since I am the sole owner of the business they stated that all my taxes would be consolidated in my personal taxes. I Paid $700 for tax preparation. I submitted all my tax information early in March 2015. I received acknowledgement that the documents had been received, then no communication except that my accountant had been switched. I tried to follow up a number of times with the company and got no confirmation of what was happening. Concurrently, I received an email that I would be charged for next year's tax prepartion if I did not cancel the service. I would have to cancel the service before tax day. I was waiting until I saw the prepared taxes to make my decision. Today, April ****, I go into my tax organizer and see that my tax document was submitted. It was only for the small side project and not all of my taxes and there was never any communication or opportunity for me to review the work.

Desired Settlement: My desired outcome is
1) Finish the job that I hired them for which included my personal taxes. Given this is tax day, I don't know what I can do, what has been done, etc.
2) Pay any penalities or interest due to late filing.

Business
Response:
This email is just to update you that the client's taxes have been completed effective 4/**/2016. If the client has any questions regarding his taxes, we request that he contact us directly. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: I paid for two services at the beginning of 2016, a loan agreement (a $297 fee, which I promptly cancelled a few days after the initial setup), and Business Tax Prep, Personal Tax Prep and Tax Consulting, Estimated Tax services for 2016($1890 fee). I broke the payment into two transactions.
They have not held their end of the bargain to provide services which I paid for which are required on a monthly basis. How do I know? I have not received a single document showing estimated filings with the IRS or my state.
When I called to ask for a refund the lady told me that I was ineligible for a refund because the 30 day initial purchase period had lapsed. When I continued to tell her the reason was legitimate because I have not been provided the services agreed upon, she hung up on me.

Desired Settlement: I have formally requested a refund in an email and via telephone. I would like a full refund because the services I was told I would receive were not provided causing me to be in bad standing with the IRS and my state.

Business
Response:

We have reviewed the client's account and have determined the resolution for this client is a refund of $895. Please direct the client to follow up with **** Accountant directly for this refund. This decision is based on our cancellation policy which was sent to the client and is available on the client's member portal on our website ****************** and was informed to the client during their initial sale.

The cancellation policy is as follows: Cancellations. Many of our products and services are available on a subscription basis, which you may cancel at any time. In order to minimize any confusion, we can accept cancellations in writing ONLY. You can cancel > by written notice to us by email **************************** or by sending us a letter to the address below. Cancellation will become effective as of the next monthly billing cycle following receipt. If you have purchased a service that requires your participation, such as filing income tax returns or filing documents to establish a corporation, once your service is correctly provided to you, you cannot cancel that previously provided service, even if you decide not to participate further. Refunds. Monthly fees are non-refundable prior to cancellation, and are NOT pro-rated for partial months. All refunds will be made using the same form of payment you used to pay the fees: If you paid via credit card, any refund will be credited to you the next monthly billing cycle following receipt of your cancellation notice. If you have paid any moneys your subscription Services will be considered activated. If you have activated the Services, you acknowledge that we will retain the first month's charges. If you have purchased a service that requires your participation and we have yet to provide services you may request a full refund within 30 days of activation. We may terminate all or part of your subscription with immediate effect and you will not be entitled to a refund, by giving written notice to you if you commit a material breach of any provisions of this Agreement, or a series of breaches of this Agreement, which when taken together amount to a material breach of this Agreement, provided that in the case of a breach, which is capable of remedy you fail to remedy the breach within fourteen (14) days of receiving a request to do so. Our records indicate the client did not cancel their membership until 5/**/16 which is after 30 days however we would like to provide the refund of $895 in good faith due to the client complaint and desire to cancel membership after the time frame that makes them ineligible for a full refund. We appreciate your assistance regarding this matter.

Thank you, 1800 Accountant

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: I was promised a personal appt. with my dedicated accountant within 30 days. (The stated amount of time for cancellation and refund) however two appts. were cancelled on the day of and just 15 mins before. I called the *** # twice and was on hold 2 hours each time before being hung up on. I then called back and left messages to be called back by a rep within 24 business hours. Neither time was I called back. I then emailed my dedicated accountant and was told she would contact me later that day. I was never called. A week later I received an email stating I missed an appt with my dedicated accountant and they tried to call me numerous times. This was my last straw, I never received any calls! Not one! I had been dying to talk to this woman, I would gladly have talked to her if in fact she did call. I couldn't believe that email, it was a complete lie. Why would they say I had an appt? After the second cancellation they said they didn't have any available appts for weeks! On top of all this there online client portal was not working properly and everything the promised was completely false. I called to cancel before the 30 days was up on April **** and April **** and left messages and no one ever called back. I finally contacted customer service and spoke to someone but it was after the 30 day period. I was denied a request for refund per policy. I told them I called and left messages twice to be called back( before the 30 days) No one called me! How am I to evaluate your services within 30 days if you provide no service within those 30 days? I think it's completely unfair and bad business to take money from someone that was promised an appt within 30 days. They cancelled the appts not me. Please get me my refund. This is such a horrible experience.

Desired Settlement: Refund of money back . I really want my money back because they are liars but I can't stand to lose $1800 plus. I guess if I can't receive money back I would settle for a different accountant but that would be my last choice. I really want a refund and to move on. Everything they have said they would do they haven't. They don't deserve my money.

Business
Response:
This is to inform you that we have already resolved this dispute directly with the client and have issued a partial refund in the amount of $1417.50 on 5/**/2016. The client will see that credit back onto his card in the next 3-5 business days from that date. If the client has any questions, we request that he contact us directly. Thank you for your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: Paid alot of money to get my business taxes and personal taxes filed and have been lied to, ignored and shut out by these people. I am a small business owner with 2 children and these people take advantage of you with out a doubt. I am extremely disappointed and out a lot of money. Bad choice on my part by believing that there are still good people out there.

Desired Settlement: To either get my money back or to get my taxes finished like i was promised.

Business
Response:
We have reviewed the client's file and have determined that he is ineligible for a refund. This decision is based on the fact that the client's taxes were already completed. If the client has any questions related to his taxes, we request that he contact us directly. We appreciate your assistance regarding this matter.

Additional Notes

Complaint: I provided all the tax paperwork by the deadlines outlined by the 1800Accountant website and provider (Rory W******). My tax returns are not finished, Rory does not respond to my emails or calls, and 1800Accountant does not return my phone messages. I will have to pay late fees and may have to start from scratch. The services promised were not delivered.

Desired Settlement: I would like the taxes completed, and some reimbursement for the money I've paid for this service. I would also like 1800Accountant to pay for any late fees I accrue from nonpayment of taxed.

Business
Response:
We have reviewed the client's file and have determined that he is ineligible for a refund. This decision is based on the fact that the client's taxes were completed and e-filed before the deadline (April ****). If the client has any questions regarding his taxes, we request that he contact us directly. We do apologize for any inconvenience the client may have experienced and appreciate his patience and your assistance regarding this matter.

Additional Notes

Complaint: 1800Accountant prepared my taxes for 2014. I provided all the required information which I downloaded via their Virtual Tax Organizer VTO (required by 1800Accountant).
In addition, I had a phone conversation with 1800Accountant's assigned accountant/tax preparer when I confirmed all the required information, and answered questions he had about my income and expenses.
Upon their request I also emailed my tax return for 2013 which noted my income as an occupational therapist for 2013.
1800Accountant failed to include my $69,000.00 of income that I earned as an occupational therapist, which was the only income I had in 2014.
As I result of their negligence I received a bill from the IRS for $12,237.00 which included a $2,000.00 fine and $237.00 of interest for underpayment of taxes owed, caused by the failure to correctly report my 2014 income.
I exchanged several emails and phone calls with 1800Acountant. They claim that the accountant who prepared my tax return and had a phone conversation with me was no longer working for them, but according to his notes I never told him about my income of $69,000.00. They also claimed that I didn't download the required information into their VTO tool.
I have emails that prove that 1800Accountant knew that I worked as an occupational therapist in 2014, and during my phone conversations with their assigned preparer/accountant, he confirmed that all the information was uploaded in VTO.
!800Accountant did not act professionally when I contacted them. They took a very long time to respond to my emails and phone calls. They also ultimately refused to pay the IRS fine and interest that I have been charged due to their incompetence, neglect and lack of accountability.

Desired Settlement: I would like to have 1800Accountant pay the $ 2,237.00 which is the sum of the IRS fine and interest I had to pay because of their negligence and failure to perform their contractual obligation, which is largely predicated on their ability, experience and promise to report and submit accurately the taxable income of their clients.

Business
Response:
We have reviewed the clients tax organizer and the income that she claimed she reported is no where on the tax organizer. We have no uploads or manual entries of the missing income and therefore can not be held responsible for her penalty fee with the IRS. If the client has any support showing she provided this information, we request that she provide it to us in order for us to further look into her case. At this time, the client is ineligible for a refund. We appreciate your assistance regarding this matter.

Consumer
Response:

Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

1800 accountant provided a tool-VTA where I uploaded all the information about my income as an occupational therapist. I also provided the same information about my income as an occupational therapist in the conversation with their accountant. In addition to this I submitted my 2013 tax return that shows my income as an occupational therapist. I also submitted expenses for my business as an occupational therapist for 2014, which were used as a tax deductions calculated by 1800accountant. If the VTO failed to upload the document about my occupational therapy income 1800 accountant should have noticed the discrepancy and as a professional tax prep company should have questioned it. They had an obligation to inform me and ask for the documents if they were missing. VTA is a tool that 1800 accountant uses. It should be a reliable tool, and 1800 is responsible for the function or dysfunction of that tool. Please see attachment for additional information and correspondence with 1800 accountant.]

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

******** ************

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

I just was able to retrieve the document from 1800accountant's website that they requested and sent it to them. They had the document all this time, I wasn't able to retrieve them before I am not sure what the reason was, but I just sent them the document that they claimed I never submitted, and they had it! They just pretended that they didn't have it, and we're trying to cover it. For this reason alone, they should receive poor rating!

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

******** ************

Business
Response:
We have already rectified this with the client and have refunded the penalty fee that she incurred via check on ***. If the client has not received the check we request that she inform us. Thank you for your assistance regarding this matter.

Additional Notes

Complaint: I signed up for a filling income tax returns service ($1490) in July 2015. A couple of times within a month, I tried to learn about the “Virtual Tax Organizer” but I always got “system error”. After reporting those issues, I tried to get refund several times for that service (sometimes little over 30 days into signing up) but they usually didn’t answer the phone and when they did they: i) transferred you around or ii) said that the 30 days period after activation to get refund has passed.
In addition, there is an absolutely confusion over the services they offer and lack of communication among them. When I signed up by phone, the service was supposed to be for the 2015 and 2016 filling income tax returns services but recently they told me that it was only for 2015. In addition, they offered me other services (Professional Financial Services) which was the same service I already paid included in the Compliance package of Legal Zoom (Bussines Advantage Pro Renewal). More recently after submitting a new refund request two weeks ago, I got a call from an accountant representative (Jonathan) to inquire about my case. I explained the situation and he said I am eligible to get the full refund and that it will be processes within the next two business days. However, I recently received a new email from the billing department to deny my refund request.
I feel I am trapped with this company which took my money and has nothing to offer me. I will be looking into legal action, if needed. I’m a first-time business owner, and they took advantage of that.

Desired Settlement: I want the FULL refund of the price I paid ($1,490) for that VTO service because: i) I never used the such service (no taxes have been filed), ii) the company never provided me any support (no services were rendered) on that, and iii) the VTO service was not what I was told.

Business
Response:
We have reviewed the clients file and technically he is ineligible for a refund. The representative who reviewed his account provided the client with the wrong information as we only issue full refunds if the client cancels within 30 days and in this case the client failed to cancel within that timeframe but since we did not prepare the clients taxes, we are willing to offer the client an $895 refund. We therefore request that the client confirm his acceptance through this dispute in order for us to issue his partial refund. If the client has any questions, we request that he contact us directly. Thank you for your assistance regarding this matter.

Consumer
Response:

Better Business Bureau:

I have reviewed the response made by the business in reference to complaintID # *******, and find that this resolution is, although not perfect, at least satisfactory to me and the matter has been resolved. Therefore, I will accept the $895 the business is offering to me and I expect to have it ASAP in my credit card.

Additional Notes

Complaint: I hired 1800 Accountant to do my taxes, both business and personal. The business tax deadline was first, and they missed the deadline and had to file for an extension. The business tax return they did was entirely incorrect, and I caught several errors and requested revision. They had me overpaying by more than $1500! Thank goodness I caught the error. Next, I received my personal tax return. Not only was it ENTIRELY INCORRECT again, but it had me overpaying by more than EIGHT TIMES what I actually owe!!!!!! This company is exhibiting massive signs of negligence and malpractice, and it's costing me a fortune! I have since asked them to revise the personal return, but I'm not getting any response at all via email. The only reply I've gotten said that I needed to schedule an appointment online at *** ****** ******. I tried doing that, but it gives me an error message each time! I've been emailing everyone (managers, accountants, assistants) and nobody will reply. Meanwhile, we're just a few days away from the deadline, and everything is still completely incorrect!!! I called customer service several times this morning, and I cannot get through. It keeps hanging up on me after about 30 minutes hold time. So then, I figured I'd try calling as if I was a potential new customer, and guess what? I got through immediately to their sales team. Unfortunately, the sales guy I spoke to said there was nothing he could do, except "escalate" my issue to customer service. Which basically means...... I'm right back where I started.
At this point, I honestly don't know what to do. They are jeopardizing my financial well-being, and adding massive amounts of emotional stress to my life, when I hired them to do the opposite! If I wanted to mess up my taxes and neglect deadlines, I COULD HAVE HIRED A THIRD GRADER TO HELP ME. I thought I was hiring a professional accounting firm, but this has been ONE AWFUL EXPERIENCE.
Resolution: I want 1800 Accountant to (a) finish my taxes, on time, and correctly (ie, don't do them with your eyes closed this time), with professional attention and care. And (b) refund my money because this has been one of the worst experiences of my life with any sort of a professional service company. YOU SHOULD BE ASHAMED!!!!!!!!!!!

Desired Settlement: I want 1800 Accountant to (a) finish my taxes, on time, and correctly (ie, don't do them with your eyes closed this time), with professional attention and care. And (b) refund my money because this has been one of the worst experiences of my life with any sort of a professional service company.

Business
Response:
We have reviewed the client's file and have determined that she is not eligible for a refund. Our records show that we filed the clients personal taxes and also completed the clients business taxes. The client's personal taxes were e-filed but we informed the client that her business return would have to be paper filed (mailed to the IRS). Since the work was completed, the client is no longer eligible for a refund. We do apologize for any inconvenience the client may have experienced and appreciate her patience. If the client has any questions regarding her taxes, we request that she contact us directly. We appreciate your assistance regarding this matter.

Consumer
Response:

Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

When my business tax return was "completed" by 1800 accountant, the initial result was that I owed about $1900 in taxes. Luckily, I knew that was wrong, so I requested (then nagged, begged, and demanded) that they re-do the return. It turned out when they redid them that I actually was due to receive a refund of several hundred dollars. But wait.... that's not even the worst part!!! The same thing happened when they did my personal taxes. The first "completed" version of my personal return stated that I had to pay around $24,500 in taxes. Luckily once again, I knew this couldn't be true. So again.... I nagged, begged, demanded, called, emailed, begged some more, demanded again, and nagged a few more times. Then once again, it turned out I was due a refund instead!

The horrendous, sloppy, and unethical services that 1800Accountant provided would have cost me over $26,000!!!! THAT'S TWENTY-SIX THOUSAND DOLLARS!!!!!!!!!!!!!!! Does this sound like an accountant you want to hire?!? Just so I'm sure that I'm being clear about this.... I paid a professional accounting firm to do my taxes and help me get the refund that I am legally due to get from the government, and yet instead they told me I had to pay TWENTY-SIX THOUSAND DOLLARS. And when I brought this to their attention, they were not expeditious nor helpful in correcting it. I spent hours upon hours on the phone and through email nagging, begging, demanding, begging some more, pleading, and nagging again to get them to correct my returns.

This is not an acceptable service. Nobody should pay for an accountant to be this wrong, this unhelpful, and this

Additional Notes

Complaint: We contracted with 1-800Accountant on 9/*/15 for approx $1700 to prepare annual business and personal taxes. They acknowledged receipt of our tax information on March *, 2016. We have sent 5 emails to Rory W******. contacted him and the firm via LinkedIn, Facebook and Twitter *WITH NO RESPONSE*. Taxes are due next week and we have nothing.

Desired Settlement: I want our business and personal e-file information by EOB April *, 2016 and our tax information returned to via o'night mail by EOB April **, 2016

Consumer
Response:

Better Business Bureau:

In reference to complaint ID ********, the matter has been resolved. e-taxes were sent and approved on April **. Original documents were returned April **.

Additional Notes

Complaint: This is my third year using this service. Each year I am assigned an accountant whom I only have contact via email. I periodically send them my quarterly bookkeeping documents for filing. They have switched out my accountant 3 times and I have to start from scratch each time and resubmit all my information.
Also, I am late filing my business taxes this year because my accountant left the company and 1800 failed to assign a new accountant. I was never notified, never contacted and completely in the dark. I was still submitting documents and it was a complete disaster. After 3 attempts to get customers service to help, they told me right from the start that this was my problem and I had to pay for the extension filing fee. I had to go back and forward all my communication before they verified they were to blame. I was told that they would pay for the extension and that my new accountant would be in contact shortly. Well my accountant never came calling, only an analyst that was unable to answer the basic of questions related to my situation. I asked her to verify she knew the taxes are late and at no fault of my own and she said she had no idea what I was talking about and I would be responsible for the payments.
I have tried to escalate my issues in the past but they have continued to get worse. I feel scammed in a way.

Desired Settlement: Refund 6 months worth of payments.

Business
Response:
We have reviewed the clients file and according to our records, we have completed the client's 2015 bookkeeping, business and personal taxes. The client was also assigned to a new accountant who he has communicated with three times in the past week. Also customer service did inform the client that his taxes may be filed late but the accountant assured the client that he still had time to file which is what we did. Once the client's taxes were completed, the client stated that he was happy with the results. At this time due to services rendered, the client is ineligible for a refund. We do apologize for any inconvenience that the client may have experienced and we appreciate your assistance regarding this matter.

Additional Notes

Complaint: I was referred to this company by *********. Their representative Adela, who is not an accountant, informed me that I would need an accountant to do an immediate tax filing status for my LLC. She stated that I could possibly file as a S Corp or C Corp to save me money. I did not have the $1490. She connected me with immediate funding for that amount through a company called Behalf. I was told I had 39 days to cancel if I did not like what I heard after speaking with an accountant so an appt was set up. I was called by a Jason W*** as well as emailed by him under another persons email. After our conversation we had decided the service was not for us because we would still have to file for a partnership until we made 20 k from the business. We decided that it was a lot of money plus $30 to use their online service just for me to do basic business accounting. I filled the procedure of a request to cancel via email on Monday February **, less then a week of signing up. I also followed up with a phone call leaving a message with Adela that I was cancelling. I received a CC on an email sent to Jason W*** where Adela tells Jason "what have you done". I spoke with the finance company, Behalf as well. They told me they need notice from 1800accountant that I am cancelling before funds can be returned to them and my account won't be dented $531 on March **, 2016. All of a sudden I stopped hearing from Adela and no one from 1800accountant following through with my cancellation. Less then a week and they can't cancel? There were no forms filed and no services used except consultation with accountant which was "free".

Business
Response:
This case has already been rectified as the client financed the charge of $1490 and once cancelled within 30 days, we informed the finance company to close the client's loan and to not charge the client. This request was completed by the finance company on 2/**/2016 and the client has no current or future fees to pay since the loan is closed. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: We signed up for service with 1800Accountant. Services we were promised were never delivered. The accountant we were assigned failed to return calls or emails in a timely manner resulting in tax compliance issues. In addition the online interface and system for submitting taxes was not functioning. While we were just over the 30 day window, 1800Accountant refused to issue a refund and we ended up losing over $2000.00. We feel that 1800Accountant breached the contract we had with them and they did not provide the service and guidance we were promised at the time of signing up for this service.

Desired Settlement: I would like a refund of the initial fee we were charged of $1890.00.

Business
Response:
We have already rectified this with the client and have issued a partial refund in the amount of $1417.50 on 3/*. That credit should have already posted to the client's card. If the client has any questions, he can contact us directly. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: This company took $295 to file an amendment on our 2013 taxes back in October of 2015 and still to this day has not completed the paperwork and refuses to refund the money.

Desired Settlement: Since we have tried numerous times for them to do the work we have no choice but to require a refund. We were promised a service for a stated price and paid that price, but never received the service.

Business
Response:

Since we did not prepare the client's taxes, we have refunded the $295. Please allow 3-5 business days for that credit to post the client's card. If the client has any questions, he can contact us directly. Thank you for your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: I was talked into buying business tax preparation for $695 and am not able to use it because the accountant that I was assigned to stated that it would be more advantages for me to file a personal return with a schedule C which would cost me an additional $299. I requested a refund for the $695 since I am not going to use it and they stated that they don't give refunds after 30 days. I couldn't request a refund within 30 days because I didn't find out until tax time that they sold me a product that I couldn't use. I feel that this is unfair and they should refund my $695 as well as the $200 that I paid for a business loan agreement that they never provided as well.

Desired Settlement: I would like a refund for the services that I did not use.

Business
Response:
We have reviewed the client's file and have determined that we are willing to refund the client's loan agreement and partial refund of the $695. While the client did not utilize the business tax preparation, he had the option to roll over the business tax preparation to a personal tax prep at $295. Based on this, we are willing to refund $400 of the $695. We therefore request that the client confirm acceptance of the offer in order for us to issue the partial refund.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: I was referred to 1800Accountant by Daymond John Academy. After I had paid 1800Accountant I had dropped out of the Daymond John Academy and I could not use their service as they told me my tax preparations for that year was beyond their scope as it involved legal issues. So I had to use my regular accountant to file the taxes for 2014. So I asked for a refund then which they promptly refused and told me to use their service the following year 2015. I am asking for a refund of $1639. I also noticed that there are several complaints about 1800accountant online and their poor and faulty service. I am hesitant to use them for my taxes. I would like a refund.

Business
Response:
We have reviewed the client's account and have determined that she is ineligible for a refund due to the fact that her account is over two years old. At this time, the most we are willing to do is rendered the clients services as the client is well beyond our 30 day right to rescind timeframe. If the client has any questions, please feel free to contact us. Thank you for your assistance regarding this matter.

Additional Notes

Complaint: I enrolled with 1800accountant in October 2015 for $695 annually, plus $30/mo for ongoing accounting services. I found their service to be unresponsive, always confused and late, totally unorganized and incompetent. When I requested a prorated refund for the unused term of my annual enrollment, I was told I had to opt out in the first 30 days of enrollment. I did not have a need for service in the first 30 days and only became aware of their service and quality gaps during the 2015 tax prep process for my business conducted over the last 30 days.

Desired Settlement: I expect a refund for the unused portion of my annual enrollment fee of $695. I was enrolled for 5 months of the year, thus I expect $405.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: When I signed up for your service I was very clear and only talked about my business. There was absolutely no mention of my personal taxes until you brought it up to me, and what was said is I get 1 free personal return with the package I purchased as well as my business return. When I talked to my accountant that was assigned to me for the first time they confirmed this, and I also spoke to a gentlemen who was an assistant or something who also confirmed this. Then I spoke to other people and they said I did not have any business returns in this package, and that story started to stick. I signed up through a referral from ********* where I made my LLC.
I was told someone would call me back today regarding the confusion about what plan I had with 1800 Accountant, and no surprise here, but nobody called me back. There has been absolutely no communication from my assigned tax person unless I initiated contact. I am still lost as to what to do and its been months now and my business taxes have not been started yet. Your company lacks communication skills with your clients, your company lies to get business, your company cannot keep its word. I have absolutely zero trust in a company that operates/treats your clients like you do to handle something as important as my taxes. You have shown incompetence in many different ways and I am tired of it.
Also I have an email from the sales person saying exactly what I signed up for, in full detail. I can forward that to anyone that would like to see. It states word for word
'You will receive unlimited 30-minute consultations with your dedicated accountant. You may use this time to discuss any business, personal, federal, or state tax-related matter. in addition to these unlimited appointments, you will also receive the business return and 1 personal return and access to our client portal and mobile app.'

Desired Settlement: The only resolution I will accept is a 100% full refund of all funds paid to 1800Accountant immediately. Not in 4-8 weeks, or 2 weeks, but immediately. You provided me no useful service, and have misguided me in so many ways.from the start.

Business
Response:

Hello ******,

We have reviewed your account and it does appear that you do have both a business and personal return available for use with us as well as unlimited tax consulting. You purchased the business return through Legal Zoom which we will be preparing and the personal return through us which we will also be preparing. The accountant may not have seen this on your account and we do apologize for the inconvenience. Please feel contact us at your earliest convenience in order to provide us with your tax related documents so that we can proceed with preparing your taxes. Once again, we do apologize for the inconvenience and appreciate your patience.

Additional Notes

Complaint: I signed up for a $1490 service in November, and traveled to Thailand for a month. When I got back, I tried to schedule a call with my accountant, but they told me my accountant had changed. The new accountant didn't have availability for 3 weeks, and when I finally got on the call with them, they were unable to answer any questions I had. They said there seemed to be some confusion over the services they offer. I agreed and said I would like to cancel because what they do was not something I needed. Once I cancelled, they sent an email saying I would only be refunded $895 because it as past the 30 time period for canceling. They did nothing with my account at all, and I got on one phone call to set things up only to find that the service wasn't what I needed for my business. The call lasted approximately 10 minutes.

Desired Settlement: I would like a FULL refund of the price I paid for the service because the service was not used and was not what I was told I was signing up for.

Consumer
Response:

Better Business Bureau:

I received a phone call today from 1800 accountant and they will now be refunding me the full price.

Additional Notes

Complaint: I never used the tax filing services with this company, ive made two payments in the amounts of 945 off my bank card and 1442.00 through my financing company Behalf. In addition I have been paying 29.99/month for their monthly service fee from July-September. I am asking for a full refund of the two inital payments that i have made for the tax filing services, on the account that i did not use there services in the amount of $2,387.
The financing has been paid in full, and funds can be returned to the finance company who can then pay me back.
I have call and complained on a few occasions upon first signing up due to the fact that i was not provided with an accountant, but rather a "Certified Tax Consultant." At this point i do not feel comfortable doing business with this organization as I did not receive what was advertised, which was a certified public accountant, therefore I never used the tax filing services an am therefore entitled to a refund.
On July **** 2015 I filed case ***** Regarding Service, The consultant reading from script, the bookkeeping only done every 3 months however charges every month
On July **** I filed case *****, Regarding the Services and not speaking with an actual accountant
On Sept ** I filed *****. After not being able to get in touch with my sales reps for 2 months unanswered phone calls un-returned messages, and no one answering the customer service line. I was able to get though the automated system by selecting "interested in purchasing services" option. At that piont I cancelled with the gentleman i spoke with explaining I was not happy with the service, and had not used it to file taxes nor had I submitted any documentation so i was requesting a full refund. After 14 days, I finally go a response from them saying that they would not refund me anything.

Desired Settlement: Refund me in the amount of $2,387. Ive seen in the past complaint where you have not refunded due to the fact that the person had filed taxes with you. I have not utilized this service ever so i am entitled to a refund.

Business
Response:
We have already resolved this with the client. The client paid $1033 to the finance company and we offered the client a refund of $895 which she accepted. We then informed the finance company to refund that amount on 10/**/2015. The client should have already received the refund back to her account. If the client has not received the refund, we request that she contact us so that we can contact the finance company. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

I also paid 950$ through my personal bank account in addition to the amount that was financed. I have disputed this charge with my bank and will agree this resolution is satisfactory if 1800 accountants agree not to rebuttal my bank charge dispute.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

****** *******

Business
Response:
This client's fee was already chargedback therefore the funds are now in the client's account. We therefore request that this dispute be closed. Thank you for your assistance regarding this matter.

Additional Notes

Complaint: I prepaid for 2014 tax return services one year in advance. I sent 1800accountants all the documents necessary to complete my tax returns by the end of January 2015. Instead of completing the returns they filed extensions on them. They finally completed the business returns recently but have been promising the personal return since April. I have talked and emailed them many times and every time I am told I will have the return within a few days. It is now September and still no return. It is impossible to learn from last year and plan for this years taxes without the results of last years which is why I had everything to them very early.

Desired Settlement: I want our personal tax return completed and sent to us for review immediately and then electronically submitted. If there are any penalties due based on the late submission of the return, I want 1800accounts to pay those penalties.

Business
Response:
We have reviewed the client's account and want to inform you that we have completed the client's taxes on 9/**/2015 and sent it to the client to review in order for us to electronically file her return. If for any reason penalties are incurred due to an error on our end, we will take care of it. If the client has any questions regarding her taxes, we request that she contact us directly in order to communicate with her accountant. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

They said they would pay for any errors on their part which is fine but I want them to accept responsibility for any fees related to late filing. Thanks

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

**** *******

Business
Response:
If the client completed an extension with the IRS and the filing was late as a result of an error on our end, we would take care of the late fees.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: Well I have nothing but problems with this company since I agreed to allow them to be my accountant. Little over 30 days into signing up I was calling to cancel. No taxes were filed at the time other then a few calls they told me I couldn't get my $1800.00 back so I had no choice but to stay I was trapped I have called many times no one answers calls or they transfer u around. I feel this is a company who took my money and has little to nothing for me if need I will be looking into legal action if needed.

Desired Settlement: I want my money Back or I will be filing legal action. I paid 1800.00 plus been billed $29.99 a month for nothing but a huge hassle. I have tried to call them today no answer and I beyond ****** ***.

Business
Response:
We have reviewed the client’s case and our records show that we prepared both the client’s personal and business return for the 2014 tax year and any additional services such as unlimited access to an accountant for questions was available to the client upon request. The client also mentions that he cancelled after 30 days and was denied a refund even though his taxes were not done. This was the case based on our policy which states that no refunds will be issued after 30 days. The client cancelled after 30 days therefore he was not eligible for a refund. Even though the client is outside of the policy and services were provided to the client, we are willing to extend a refund offer of $400. If the client accepts the refund offer, we request that he inform us through the BBB and we will issue a refund in the amount of $400. We appreciate your assistance and the client’s patience regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

I will except the $400.00 they are offering

Sincerely,

**** *******

Business
Response:
We have issued the client's $400 refund back to his original credit card. The client must allow 3-5 business days for the credit to post. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: I am asking ******************* for a full refund of what I paid for their service. The full refund would be $1,789.90 that includes the initial sign up fee of $1,490.00 and ten months of paying $29.99 to keep my account open. They didn’t provide the services that they promised. I’m a first-time business owner, and they took advantage of that.
On my original call 11/*/2014 with Michael B***** (what I thought was my accountant but it turns out he’s just a sales person,) he stated that I could file my S-corp in Nevada and move to California and run it from there. Additionally, he was very convincing that the service is something that I needed as a first time business owner. He also told me that I would get my money back for my start-up costs and that I could claim the initial fee on my 2014 year taxes. He said that I should hurry and get everything done before 12/**/14, and that sounded logical and not knowing any better I signed up and paid in full that day.
It was all downhill from this point. I was excited to talk to my accountant and get advice. I was called, but I honestly can't remember the person's name, he barely spoke English. I had a difficult time understanding him the entire call, and he gave me conflicting information. He stated that I couldn’t run a business in Nevada from California. He also told me I should have filed my e-commerce business as an LLC and not an S-corp. I told him one of my professors, who's a practicing lawyer, told me that since it’s a nationwide e-commerce business to avoid legal problems it needs to be a corporation. He then admitted it’s not his expertise. I was left feeling extremely confused and didn’t know what to believe. I reached out to Micheal with concerns, and he told me he would get me another accountant.
I was called in early January from a very knowledgeable accountant, we talked about my business, he told me that they’ll be getting my papers filed, and he’ll be in touch. Weeks and weeks passed with no word, so again, I contacted Michael. I always have my taxes filed by Feb ***, so I was concerned I never heard anything back, and it was two weeks into February. He explained they have many clients and be patient. I would have appreciated a more clear time-frame in the beginning. I did ask for a full refund, so I could just go pay a local accountant to get my taxes completed. He stated that he would check with that department. Then I get an email saying that my account has been deactivated but nothing about a refund.
I reached out to Micheal, yet again, and asked him am I receiving a refund. He stated it was over the refund time. I then said I would like my account re-activated then so I can at least still get my taxes filed. He said he would have it re-activated. At this time, I was starting to regret my decision to waste all that money on a service that's pointless. I could have had my taxes filed for a fraction of the cost and hassle. Plus, my business wasn't making any revenue, so I should have been informed that I didn't need year-long accounting service. Instead, I was tricked into thinking I needed this service. They knew that I didn't know anything, and they jumped at that. I feel completely taken advantage of.
Unfortunately, this nightmare gets worse. So, finally I'm contacted by Levon L*** an accountant who filed my taxes. The very first time I talked to Micheal, he made it sound like I would be getting back $5000 of my start up costs, but at this point after all the misinformation and a little research of my own, I came to the conclusion I would be getting back much less. So, it wasn't a huge surprise when I only got $1,709 as a refund.
A few months go by, and I get a letter from the IRS stating the taxes were missing a document. This was very stressful, and I felt overwhelmed at how much stuff is going wrong. I messaged Levon, and he said he'll take care of it. A few weeks ago, I received another letter from the IRS saying the same thing. I lost sleep over this and spent countless hours trying to reach the IRS. Between my regular job, running my own company, and juggling a writing career and strict deadlines, I found getting a hold of them nearly impossible. So, I wrote Levon, and he said he corrected it but then escalated me to a different individual. Who knows why and this was the straw on the camel's back.
At this time, I am completely emotionally burnt out, and I would like a refund for the full amount of $1,789.90. There was no service given, and now I am paying to go to another accountant and having them double-check all the work done and also explain the IRS papers because I don't trust this company.

Desired Settlement: That I'll receive a full refund in the amount of 1,789.90.

Business
Response:
First we want to apologize to the client for any inconvenience she may have experienced but after reviewing her account, it looks like both her personal and business returns were prepared and filed. The client’s membership also provides unlimited access to an accountant for questions but this portion of the service is rendered upon request and as the client stated, appointment were held for her. Since services were rendered but there were a few missteps and the client was not fully satisfied, we are willing to offer the client a refund for just the monthly fees. The client made seven payments of $29.99 which equates to a refund in the amount of $209.93. As for the amount refunded on the client’s taxes that is based on numerous factors such as expenses, profits and losses and can only be fully determined once the client’s taxes are actually prepared. We do inform client’s however that they can claim the amount paid to us as a business expense as long as their business is operational in the year that the service was purchased. As stated above, we can understand the client’s frustration which is why we are extending a refund offer to her but services were rendered and/or available to her therefore a refund of the total investment will not be issued. We appreciate your assistance regarding this matter and the client’s patience.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: charge me for service not provided and now they said that after 30 days can only refund me 85% but not 100 but I never use their tax service in full for my tax return .. I use a service which they charge me $50 usd for it but that is all

Desired Settlement: credit my money 100%

Business
Response:
We offered the client a refund minus 15% even though he cancelled after 30 days and he declined the offer. The client informed us that he will be contacting his attorney therefore this is no further recourse a a full refund will not be issued. We have made a good faith effort to resolve the client's issue but the client stated that he will seek other means. We appreciate your assistance regarding this matter.

Additional Notes

Complaint: Formed an LLC wrought with errors. Company has corrected most after 6 months. I expect a refund for all problems their errors have caused.
Needed to form an LLC expediently and engaged their website that was not working properly. ***** ******* from 1800Accountants called to place the order. Nothing was submitted correctly including the name of the LLC. The company did resubmit to correct the documents after 5 months and I am still waiting for the correct EIN tax number, 6 months later. The incorrect name on the LLC has made it difficult to create a bank account, get utilities opened, and government licenses have been delayed causing delay in opening the business. I paid $299 for an expedited LLC that is still not complete after 6 months. Although the filing was eventually corrected, it does not account for the money lost due to the delay caused by their error. As a business, I would expect them to at least refund the cost I paid for an inferior product. I am not asking for compensation lost due to their error.

Desired Settlement: I expect a refund of the $299 I paid for a service that was not delivered and the delay in trying to get it rectified has cost me more money. Please note: I am still waiting for a part of it to be resolved, all paperwork has been submitted but the resolution has not been received.

Business
Response:
We rectified the errors on the client's documents and paid for the revisions and online filing therefore the client remains ineligible for a refund. We appreciate your assistance regarding this matter.

Additional Notes

Complaint: I ordered LLC registration service for my company. I spoke and also communicated via email with *** ****** ********* on April ****, 2015. LLC registration for State of Massachusetts was ordered and I was told that I should receive registration paper work by Monday, May ***, 2015 latest. I paid expedited fee for which I have electronic receipt. Since then I have not received any paper work of LLC registration and each time I e-mail to *** ****** ********* of 1-800-Accountant, he tells me that their Lawyers have back log and it will be done immediately. I came across an FTC document that in 2013 FTC sued them for similar practices. Had I known this before hand I would not have dealt with 1-800-Accountant. Regardless, their action is affecting my business plan. I am attaching copies of email with *** ****** ********* of 1-800-Accountant.
From: ****** ** *******
To: ****** *********
Sent: Friday, May *, 2015 8:09 AM
Subject: Re: 1800accountant.com
Dear ******
No paper work even now. Let me be clear. 1800 Accountants has the WORST service. I will definitely not recommend it to any one and also stay away from it in the future.
Also note, if I received no proof that paper work had been filed, I will proceed with a STOP Payment and also a report to BBB. Backlog of Lawyers is not my concern. I paid for electronic filling and your office had been sitting on the paper work since more than a week.
Please provide proof TODAY that paper had been filed with State of Massachusetts otherwise I will proceed with STOP PAYMENT and a report to BBB for not providing service for which I paid.
Regards
****** *******
From: ****** ** *******
To: ****** *********
Sent: Wednesday, May *, 2015 12:02 PM
Subject: Re: 1800accountant.com
Thanks ******,
Also please make sure following is in the Operating Agreement, as I mentioned previously
"Also make sure on that on the Operating Agreement it is mentioned that only majority owner which 3 people holding 70% has voting right. Renaming members has no voting right or majority owners can make decision uninimously without minority stake owners.
"
Regards
From: ****** *********
To: ****** ** *******
Sent: Wednesday, May *, 2015 11:59 AM
Subject: Re: 1800accountant.com
I do have your EIN in your profile already. My sincere apologies about the delay. Don't feel as if we are not working for you because the documents have been submitted. The final examining attorney with the state needs to approve the articles then they will register the business. Typically this takes less than 48 hours for them to do but, on occasion they may be backed up. i made the processors aware and they are getting this completed ASAP.
On Wed, May *, 2015 at 11:26 AM, ****** ** ******* wrote:
Hello ******,
Still no response or paper work. I called the State of Massachusetts office. They could not find any record and told me that it takes only 24 hours to receive response if electronic filling was REALLY DONE.
I am very disappointed at 1800Accountants service. This matter should resolve TODAY please.
I can be reached after 2:00 PM by phone if needed.
Regards
From: ****** ** *******
To: ****** ********* <>; ****** ********* <>
Sent: Tuesday, May *, 2015 5:33 PM
Subject: Re: 1800accountant.com
Still nothing from Mass. State. This is kind of strange that it takes more than 5 days. I know people who filed electronically and received papers from Mass. State in e-mail within 24 hours. If takes that long then what is the use of filling electronically. Also I received no IRS EIN number. No Operating Agreement papers from 1800 Accountant yet? Also make sure on that on the Operating Agreement it is mentioned that only majority owner which 3 people holding 70% has voting right. Renaming members has no voting right or majority owners can make decision uninimously without minority stake owners.
I expect papers sooner from your end.
Regards
From: ****** *********
To: ****** ** *******
Sent: Monday, May *, 2015 8:05 PM
Subject: Re: 1800accountant.com
Yes, please do.
****** *********
******** **********
*** ******* ******* **** ***** *** ***** ** *****
On May *, 2015, at 7:38 PM, ****** ** ******* wrote:
So if I do not hear by Wednesday I should contact you?
Regards
****** *******
From: ****** *********
To: ****** ** *******
Sent: Monday, May *, 2015 6:43 PM
Subject: Re: 1800accountant.com
The state may take an extra day or two usually. You will have the formation papers shortly.
******** **********
*** ******* ******* **** ***** *** ***** ** *****
Check out our A+ Rating with the BBB
On May *, 2015, at 5:17 PM, ****** ** ******* wrote:
Dear *****
I have not received any papers for Mass LLC filing. You said I should receive it Friday or Monday.
Please confirm if papers had been filed with State of Massachusetts.
Regards
From: ****** *********
To: ****** ** *******
Sent: Thursday, April **, 2015 11:18 AM
Subject: Re: 1800accountant.com
$39 is for name search and registration. I have entered all the business names into the profile. I will call you shortly.
On Thu, Apr **, 2015 at 11:03 AM, ****** ** ******* wrote:
Hi ******,
Also, I noticed your website limited time $39.00 special for Massachusetts. What is this?
I have a few more questions which we can discuss when you call. Call me at my cell phone ###-###-####.
Regards
******
From: ****** *********
To:
Sent: Thursday, April **, 2015 10:21 AM
Subject: 1800accountant.com
Hi ******,
We had a brief discussion today on the formation of your LLC in MA. On the website the products are itemized and will equal to a bit more than if we packaged up a bundle for you. Here's what we offer:
Complete Package: $149
Name search and registration
EIN number
Articles of Organization
Operating Agreement
Free Tax Reduction Consultation
*All expedited and ready to submit to the state
An addt'l $100 for us to submit and file with the state for you. Paper filing takes 15 business days for you to receive the certificate of formation from the state. Online it takes 3 business days.
State filing fee to MA: $500 for paper filing, $520 for electronic submission
Regards,
--
******** **********
*** ******* ******* **** ***** *** ***** ** *****
Phone: ###-###-####
Fax: ###-###-####
****** ****** * ** * * ** *** ***** *** *** ** ****** **** *** ***
Phone: ###-###-####
Fax: ###-###-#### ****** ****** * ** * * ** *** ***** *** *** ** ****** **** *** ***
************************* ******************************************************************************************************************************************************************************
To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. If you are not the original addressee of this communication, you should seek advice based on your particular circumstances from an independent advisor. This message (including any attachments) contains confidential information intended for a specific individual and purpose, and is protected by law. If you are not the intended recipient, you should delete this message. Any disclosure, copying, or distribution of this message, or the taking of any action based on it, is strictly prohibited.
To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. If you are not the original addressee of this communication, you should seek advice based on your particular circumstances from an independent advisor. This message (including any attachments) contains confidential information intended for a specific individual and purpose, and is protected by law. If you are not the intended recipient, you should delete this message. Any disclosure, copying, or distribution of this message, or the taking of any action based on it, is strictly prohibited.
To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. If you are not the original addressee of this communication, you should seek advice based on your particular circumstances from an independent advisor. This message (including any attachments) contains confidential information intended for a specific individual and purpose, and is protected by law. If you are not the intended recipient, you should delete this message. Any disclosure, copying, or distribution of this message, or the taking of any action based on it, is strictly prohibited.
-
******** ********** *** ******* ******* **** ***** *** ***** ** *****
Phone: ###-###-####
Fax: ###-###-####
****** ****** * ** * * ** *** ***** *** *** ** ****** with the BBB
************************* ******************************************************************************************************************************************************************************
To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. If you are not the original addressee of this communication, you should seek advice based on your particular circumstances from an independent advisor. This message (including any attachments) contains confidential information intended for a specific individual and purpose, and is protected by law. If you are not the intended recipient, you should delete this message. Any disclosure, copying, or distribution of this message, or the taking of any action based on it, is strictly prohibited.

Business
Response:
First we would like to inform the BBB that the client did not pay for expedited services rather the client paid for online filing. Our records show that we prepared and completed the client's business registration on 5/*/2015 which is a reasonable timeframe since the client purchased the service on 4/**/2015. Since the service was rendered and the client's business is registered, no refund will be issued. If any documentation is needed to substantiate the above referenced information, we would be more than willing to provide that upon request. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:[Your Answer Here]

I have email from them stating papers would be file on next day. They did not file until I threat on April *** of stop payment and report to BBB. Third, they missed one Partner name in the filling, and did stopped replying emails till yesterday, April **, 2015. Again yesterday when I wrote of stop payment and further action for not filling complete papers, then I receive a response that they will correct the papers yesterday which they have NOT yet.

Lastly on their Website they advertise BBB ranking A+ while checking the BBB database their ranking is B, not A+. It is a misleading statement, as the above response is misleading and inaccurate.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

****** *******

Business
Response:
We stand by our claim and can no longer move forward with this dispute since the client has already submitted a chargeback as detailed in his response. Thank you for your assistance regarding this matter as we now have to discuss this directly with the client's bank.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

[Your Answer Here]

I may bring Fraud suite too against them. I checked The State Massachusetts LLC Online Registration web site. According to previous claim by 1-800 Accountant that State of Massachusetts online form does not allow more then 9 partners. I can keep adding partners at ************************************************************************t as many as I want. I went up to 15 partners and it still allowed me to add more partners. Since they put in writing a fraudulent claim, I reserve the right to bring a fraud law suite, as well cauising business damages against 1-800-Accountants.BBB can go Massachusetts Online Registration Form at ************************************************************************* and check the 1-800-Accountants had been making fraudulent claims.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Additional Notes

Complaint: My fiance, ****** *******, and I wanted to form an LLC in order to protect our business and optimize payroll and taxes. I initially only wanted to use 1-800-ACCOUNTANT to process the forms necessary and get them filed with the state. We paid them $78 on 1/**/15 to accomplish this. I was contacted by **** back in February about utilizing them for more of their services. I was sold an idea that they and their systems would basically handle all of my filing for the business, business and personal (for one of us only) tax returns, and payroll and that it would cost $1890 the first year and be cut roughly in half the following years.
**** got us in touch with a company called Behalf and was told that they can help new companies finance their business expenses. Behalf just so happened to approve us for the exact amount 1-800-ACCOUNTANT needed for their first year billing for us. I thought that was a red flag, but I went through with it. **** assigned an accountant to me, ***** ******. I received a few automated emails from 1-800-ACCOUNTANT and *****. ***** had an initial conversation with us on the phone on 2/**/15. I emailed him on 3/**/15 asking him our next step. I received no reply. Called ***** on 3/**/15 and left angry message. Finally returned call and he said I had to file paperwork with State of IA and wait until it shows in their system. I did that. I then reached out via email asking him what next step. He replied days later asking when we could talk via phone the next week. I replied that I'd like to that week if possible. He never replied. I called/emailed on 5/*/15 stating I was upset I hadn't heard back. I spoke to customer service and told them I wanted a call back from ***** as well as **** because I was considering asking for a refund of some type due to a horrible lack of service. ***** called me and said that he'd sent me an email but it must not have gone through. He told me some of the things I needed to get done to move forward. This is when I was informed that the service I was paying for did not include nearly ANY of the services **** had explained to me over the phone. I expressed to ***** that I need a better level of communication moving forward, and I wanted **** to call me regarding my account. He set a follow-up appointment for me for the following week. He missed our appointment. He left me a voicemail late that day stating that they had a system error which is why he never called me for our appointment. I called customer service again and asked for **** to give me a call. I still have yet to hear from him.
I know that 1-800-ACCOUNTANT has a "trial period" which has expired but by the time we got papers filed with state and was able to actually speak to our "accountant" this time had apparently expired. I was also told by **** that my payments to Behalf would not start for a period of time but they started the next week. I have been paying Behalf $118 a week since this started and so far I've only gotten a few emails (mostly automated) and two phone conversations in return. I would not recommend this business to anyone.

Desired Settlement: I would like a refund of the $1890 since none of the services promised via phone from **** have been provided.

Business
Response:
First we would like to apologize to the client for his experience as there is no excuse for lack of communication. In regards to the client's loan, the reason why the client was approved for $1890 exactly is because that is the amount that we informed Behalf that the client would need for our services. Also please note that the client's membership does not include payroll as the client's membership is only for estimated tax payments, tax preparation and unlimited tax consulting. Since minimal services were rendered (some of which are delayed tax prep"or rendered upon request "tax consulting") we are willing to offer the client a refund minus a 20% administrative fee. Once the client accepts the offer, we will inform Behalf to refund 80% of what the client paid. We do apologize for any inconvenience this may have caused the client and we appreciate his patience and your assistance.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: 1800 Accountant is grossly incompetent. In addition to the issues identified in the follow sections, we can provide email chains demonstrating that 1800 Accountant is often unresponsive, does not provide requested information, and does not consider our issues a priority. 1800 Accountant also appears to have misrepresented its qualifications. We have made numerous attempts to resolve these issues with 1800 Accountant to no avail.
1800 Accountant was paid $500 for payroll services between late September 2014 and early February 2015. Each payroll had multiple issues that were not addressed in a timely or professional manner. There are still several outstanding issues which are preventing us from enrolling with a new payroll service. 1800 Accountant has shown no urgency in resolving these matters and will not even acknowledge several of the issues.
October 2014
• No local taxes withheld for employee **
• **** ** ****** incorrectly withheld for employee AN
November 2014
• No local taxes withheld for employee **
• **** ** ****** incorrectly withheld for employee AN
December 2014
• No local taxes withheld for either employee
January 2015
• No federal taxes withheld for **
• Check deposited into wrong checking account for employee **
• Local school district withholding incorrectly treated as deduction for employee **. Federal and state withholdings calculated after deduction resulting in under withholding of federal and state.
February 2015
• Payroll scheduled for wrong day
• Payroll rescheduled for wrong amount
• Local school district withholding incorrectly treated as deduction for employee **. Federal and state withholdings calculated after deduction resulting in under withholding of federal and state.
In addition to the above issues, 1800 Accountant did not file several local and state returns resulting in several fines and interest due as shown below:
Late Filings/Missing Payments
• **** ********** ** **** *** ****** ******** (*****) has no record of a filing or payment for ** 2014. 1800 Accountant withdrew the money from our checking account on 1/**/15. Unless ***** will waive the fees, we are subject to a $113 forfeiture and $7 of interest due per month.
• The **** ********** ** ******** has no record of an annual filing (form *****) for ** 2014 due on 1/**/2015. 1800 Accountant (**** and ****) would not respond our request for proof of state filing on 2/**/15 or 2/**/15. So we called the Department of Taxation and spoke to Representative ****** We were informed that form ***** was not submitted and past due. We are subject to at least a $50 forfeiture unless the State of Ohio is willing to waive these fees.
• **** ** *********** filing and payment for December 2014 was late. 1800 Accountant never made any filings or payments for **** ** ***********. We took it upon ourselves to submit a filing for ** 2014 and learned that monthly filing/payment was due for December because the withholding exceed $100. Unless *********** will waive the charges, we are subject to a $31 forfeiture plus interest on $310. We also had to submit the annual filing ourselves.
Finally, we purchased a package consisting of 1 business tax return, 2 personal returns, bookkeeping, and “unlimited tax consulting” for $2,190.00 ($1,990.00+ $200.00). 1800 Accountant advertises itself to be "licensed in all 50 U.S. states" (********************************). According to ***** at the *********** ***** ** **** and the License Lookup page (*******************************************), neither 1800 Accountant nor our former ***, ***** ********, are licensed for the State of Ohio and should not be stating otherwise.

Desired Settlement: For the payroll fees, we believe a 100% refund is due in the amount of $500.00. We are requesting a 100% refund due to incurring multiple issues each month, the lack of urgency in resolving issues which often spanned weeks to months, not responding to emails regarding these issues or requests for proof of filings, the amount of time we have had to invest, and the $200+ we are currently facing in fines and interest. In addition, we need the issued identified below resolved in order to switch to a new payroll service.
Issues:
• Locate missing $486.00 that 1800 Accountant withdrew from our account but ***** says it has not received. ***** must acknowledge payment. Alternatively, repay us $486.00.
• Provide revised payroll stubs for January and February with proper federal and state withholdings for employee **. According to the Department of Taxation and two other major payroll services, the federal and state withholdings are incorrect for employee ** due to treating the local school district as a deduction and calculating the other withholdings off the reduced balance.
• Correct under payment of federal and state taxes for January due to the above issue.
• Submit our federal and state tax payments for the month of February. This should be performed after revised paystubs are provided to ensure correct payment amount.
In the spirit of cooperation, we will take care of the following issues:
• Submit overdue ******** to *****.
• Submit overdue ***** to the **** ********** ** ********
• Payment of fines and interest for *****, State of Ohio, and **** ** ***********
We examined the amount of work performed and value added by 1800 Accountant as part of the accounting package. After careful consideration and taking into account that 1800 Accountant may not be licensed in the State of Ohio, we are requesting an 87.5% refund in the amount of $1916.25.

Business
Response:
We are still working with this client to rectify his payroll and we offered the client a 75% refund for his tax package in the amount of $1492.50, a full refund for the additional partner personal return in the amount of $200 along with the 50% refund for the payroll services in the amount of $250. We informed the client of the offer but the client requested that we hold off until his payroll is rectified which we are currently working on. We request that this complaint be put on hold since we are still working on the client's payroll. Thank you for your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

We categorically reject the request to put this complaint on hold. 1800 Accountant was notified of the late ***** filing/payment as well as the withholding issues on February *. The ** state filing was requested on February **, February **, and February ** but not provided. 1800 Accountant was informed on February ** that we contacted the state and learned that this form had not been filed. We have not heard from 1800 Accountant since February *** In summary, 1800 Accountant has been "working" on these issues for weeks with little progress and no urgency.

We are unable to hire another payroll provider because of the issues 1800 Accountant created and will not fix in a timely manner. ******* and ****** have turned down our business and requested we get 1800 Accountant to rectify these issues. Our employees have gone without pay since February 6 and will have to wait at least several more weeks for a pay check. In addition, the probability of missing more filings is increasing the longer we go without a payroll provider.

Attached is a PDF containing the correspondence mentioned above.

Sincerely,
****** **********

Business
Response:
Per the client's acceptance, we have issued a full refund for the payroll in the amount of $500, a full refund for the additional partner return in the amount of $200 and a 75% refund for the client's tax package in the amount of $1492.50 on 5/**/2015. The client will see these credits back onto his credit card in the next 3-5 business days. We do appreciate your assistance and the client's patience regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: I paid for my personal taxes to be prepared so I made an appointment and followed the instructions to submit all my paper work on their website. Once it came time to have the appointment I was not contacted so I made efforts in contacting the company as much as I could but I had not luck until I contacted my original sales representative. He found out who my accountant was but only sent an email to that person and only provided me with an name, email and a phone number but the phone number seems to be disconnected, this is unsatisfactory. I should have received an email from my accountant when I made the appointment and also received one when the accountant could not make the appointment along with a rescheduled appointment.

Desired Settlement: I want my taxes filed by April **** with a confirmation from the company along with my folder of my taxes and if they do not make the deadline I want them to pay the fees to the IRS for not making the deadline.

Business
Response:
First we would like to apologize to the client for the experience that he has had with us and we truly appreciate his patience. We are currently in the process of completing the client's taxes and we will have it done by the deadline (April ****). This was reiterated to the client by his accountant and we have already smoothed this out with the client. We do apologize for any confusion or inconvenience that this may have caused the client and we appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

[Your Answer Here]

Nothing has been smoothed out and my personal return still has not been completed.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

***** ********

Business
Response:
We have mailed the client's package and a notice was left. We request that the client respond to the notice in order for **** to redeliver the package.

Consumer
Response:
Better Business Bureau:

I have received the tax folder and the complaint ID ******** can be closed. However their tax folder and service I do not consider professional. I hope they from this experience and use it to better themselves.

Additional Notes

Complaint: On March *, 2015 I submitted payment over the phone to ****** *******, an employee of 1800Accountant whom had been soliciting me to sign up for a one year membership to use their accounting services. I was advised there was a 30 day cancellation policy for a full refund. After the initial consultation on March ** with accountant **** *******, I decided due to the recent formation of my company I would not require their services after all. Approximately one week later I called ****** to advise her of this decision and left her a voicemail. About a week went by with no returned call. I called again and left another voicemail. Again this was not returned. On April *, 2015 I emailed ****** stating the following:
" Hello ******,
I have called a couple times, but there has been no answer. Please be advised I have changed my mind regarding the use of your services and would like to cancel my membership and receive a refund. Please advise what I need to do to make this happen."
This email was not returned. On April **, I reached out to ******** ******** who to my understanding is in their billing department with the following message:
"Why wont anyone from your company return my calls/messages? Are you guys out of business?"
To which she replied three days later:
"I will have your Account Manager reach out to you today. "
Again, I heard from nobody. So I scheduled an appointment to speak with my accountant, which was the only other way I knew to get someone frmo the company on the phone. I received a call the day of advising me that my accountant was unavailable and if I could reschedule. I explained the situation to the rep on the phone, ** ***** and she agreed to email both myself and my account rep ******. She sent the following email on April **:
"*** ********** wants to cancels his service. Can you please call him?"
To which I have yet to receive a reply.
This company clearly has wildly deceptive practices and bait-and-switch tactics. Once they have your money, they become inaccessible.

Desired Settlement: I demand a full refund as per the initial verbal agreement. They have nothing in writing authorizing this charge nor any signed contract from myself or my company.

Business
Response:
First we would like to apologize to the client for experience that he had with us and we want to inform him that we have issued a full refund of $1890 back to his credit card on 5/**/2015. That credit will post to his account in 3-5 business days. We apologize for any inconvenience this may have caused and we appreciate his patience.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: After receiving the documents for my LLC, I notified the company on February**, 2015 that there were misspellings in the documents of my name and the name of my intended LLC. I left voice mails and sent emails about the problem with no response from anyone. Finally, after calling again I received an amendment to sign on February **, 2015. I originally had paid for an expedited service and was expecting my LLC within a week. I requested that at this point (2 weeks after I paid for my LLC) the company dissolve the incorrect LLC and begin anew. I was told it would cost them more to do it that way, and that the amendment would only take a week or two. It is now April *, 2015 and I still have to received my correct LLC. Numerous times I have sent emails and left voicemails without receiving a response. On March **, 2015, I spoke with **** ******* about the status of my LLC. He said the amendment had been sent to the state on February **, 2015 and I should definitely have it back by Friday the ****. I have been promised several times that my LLC would be completed by the end of the week. It is now 53 days from when I notified 1 800 accountant of the misspellings and I have not received my correct LLC.

Desired Settlement: I need my LLC. I would like a complete refund on what I paid, due to the amount of time it has been, compared to what I was told it would be. I would like to receive daily contact about the status of my LLC. If the amendment can not be completed, I would like a new one to be set up for me right away.

Business
Response:
We have reviewed the client's dispute and wanted to inform her that her business was legally registered with New York on 4/**/2015. The client can review this on the Secretary of State website. As a courtesy, we are willing to offer the client a 50% refund since we did have to do an amendment and her business was registered. We request that the client inform us through the BBB of her acceptance of the offer and we will issue her partial refund. If any documentation is needed to substantiate the above referenced information, we would be more than willing to provide it upon request. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved. I do not think the business did the job remotely as they advertised. It took another 10 days, after I myself called NY State an found out my amendment was completed, before the company responded to my complaint. They did nothing to inform me that my amendment was completed. I can say that the refund they are offering me is what this company should offer, but I wish to be done with this company and therefore accept the offer. I sincerely can not believe that they feel they did their job and deserve for me to pay them.

Additional Notes

Complaint: I was sold on the idea that this company would get my business finances in order. I would have end of the month P&L and be ready for tax time. They even would get my personal taxes done. I signed up with their company back in July of 2014. I spoke with an accountant assigned to my account a few times. After a few phone calls and up sells they told my I had to pay more for pay roll and I have to give them spreadsheets of all my expenses. I explained that my old accountant used my credit card receipts and was able to create their own. I was then told that is not how they work and I would have to pay more to do that, because I went from DBA to an LLC there is more work. We went weeks without any communication. I contacted the company and explained the problem and addressed that it was not going to work for me. They ensured me that everything would work and even assigned a new accountant. After weeks of back and forth and emails of paperwork, spreadsheets (made by me) they still gave me nothing. I called to follow up on why I haven't been paid with the monthly service I pay for, they informed me that I was still missing paperwork. I argued with them explaining that if I didn't follow up I would never get paid. When asked to speak with a ********** they became defensive and told me because I have spoken to and accountant a few times that they have done their part. I expressed that nothing has been done and I need to speak with a **********. I finally spoke with a ********** (****) and addressed my problems with their company he asked to forward the emails from before. He ensured me everything would be resolved. I sent an email explaining that he was the person that I communicated with back in November with these same problems. We have since gone back and forth through emails about refunds that have not yet happened. He will not return my phone calls, I left messages with people at 1800Accountant and voice-mail. I have to call the main sales department and try to reach him because no one will answer if I call directly. When I ask to speak to *'s ********** they get defensive and make excuses why I can't speak with that person.

Desired Settlement: I have emails and phone call records showing the amount of communication between 1800Acountant and myself. 1800Accountant has promised a refund. My desired outcome is to get that refund.

Business
Response:
We have reviewed the client's file and have determined that we are willing to offer the client a 60% refund for his purchases. This decision is based on the fact that the client cancelled after the 30 day right to rescind and we were more than willing to render services to the client, but we did require the client's participation in order to render the services in full (i.e. payroll, bookkeeping and tax preparation) but there was still some information required that the client did not provide. As a courtesy, we are willing to refund the client 60% of what he paid or we can render the services if the client would prefer to keep the services. Thank you for your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

I am not sure who sent the response but I have gone back and forth with this company about what they need and what should be provided. There are services that were paid for that were never set up. I have eight months of extra services that weren't ever done. I have emails going back to November explaining that I am not happy with the way everything was working out. I have an email letting me know that I would get a refund for the payroll service and that has not happened yet.

"Hi *,

My apologies, I just came into the office. You have already been approved arefund on your payroll service, I am currently just awaiting a response on thetax services and how much we would be able to reimburse on that. As soon as Ihave a response I can notify you. "

This is right off an email sent to me February ** of this year.Reading the response made by your company through the BBB makes it look like you believe you have actually done me a service.I believe differently, and since you have never given me anything in return for the money I have paid for your services. I am requesting that your company re-addresses the refund percentage.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

***** *********

Business
Response:
We have reviewed the client's file and we will honor his 75% refund. This refund will be issued in 24-48 hours and the client will see the credit in 3-5 business days. We appreciate your assistance regarding this matter and the client's patience.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: I made the mistake of signing up for help in setting up an LLC. When after a month of growing charges and still no LLC in sight, I cancelled their services. Yet they continued to charge me a $20/mo. "resident agent" fee! When I called them to complain, they laughed and said I had authorized the charges and had only cancelled the LLC services. What scammers!
Very scary is that the phone number they provided to my bank for these withdrawals is a bogus, non working number!!!
Beware of this company.

Desired Settlement: I would like $200 reimbursement for unauthorized charges made to my credit card from 7/**-4/**.

Business
Response:
We have reviewed the client's file and havefound it to invalid as the client purchased our services online on 6/**/2014. This was not a purchase made over the phone rather the client selectedonline when she purchased her corporate documents and operating agreement. Based on this, the client is not eligible for a refund due to the factthat she made the purchase and allowed the monthly fee to continue to bebilled. The client also claims that there was “no LLC in sight”but according to our records, it looks like we prepared the client’s corporatedocuments and emailed them to her on 6/**/2014. The client was supposed to sign those documents and submit them to thestate in order for her business to be registered. We cannot be held responsible if the clientfailed to do that. As for our phonenumber, it is active which is how the client was able to contact us to discussthis matter and request to cancel. Atthis time, the client remains ineligible for a refund due to the fact that theclient selected and purchased this service via our website. We appreciate your assistance regarding thismatter.

Additional Notes

Complaint: I paid 1-800 Accountant $3,678.00 in advance for their services. I have not yet used any of these services. I changed my mind and asked for a full refund. They said that I am only entitled to a partial refund because I canceled after the 30 day right to rescind time frame. However, no reference to this was made in previous emails I received from 1-800-Accountant. I have saved all prior emails. I also have an email from them stating "I can cancel anytime- no contract, no hidden fees".Can someone please help me get a full refund? Every time I call, If I get to speak to someone I always get the same response "Sorry I can't help you sir. This is not my department". Some days in trying to reach customer service I couldn't even leave a message because the "message quota was exceeded". My only contact with the billing department has been through email. The last email I received confirmed that I was only entitled to a partial refund of $594. I did not accept and they resubmitted my case for review. Furthermore, I never received an invoice disclosing exactly what I paid for in advance.

Desired Settlement: I would like a full refund in the amount of $3,678

Business
Response:
We are already resolving this with the client and we offered him an 85% refund which he accepted. Since the client financed the services, we are waiting for an official statement from the finance company regarding what the client paid so that we can refund the correct amounts. This should all be finalized in 2-3 business days. We truly appreciate the client's patience and your assistance.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: This company took over the company I initially signed up for to do my taxes. The initial company was called the Tax Club. My monthly fee was $19.95 covered my personal taxes and one business tax to be completed at tax time each year. When this company purchased or took over the Tax Club, they increased my monthly fee to $39.95, but did not communicate that there was a change of service. They did manage to charge my credit card every month and notify me of receipt of payment. They never communicated how I can access my account (the URL had changed along with my password), and they did not communicate that anything was to change in the services provided with my monthly fee. I learned that my monthly fee, which had been increased by $20 each month, was only going to cover my personal taxes. I would have to pay an additional $350 for my business tax to be completed. I said that the fee should be waived this one year since I had no notification of this change in my service. The customer service rep said they cannot do that and refused to let me talk to his superior. I have since sent an email to them ending my account immediately since I never heard from them when I asked the rep to discuss with his superior and get back to me. I gave them plenty of time to remedy this, but their customer service is obviously non-existent. Thank you for your help.

Desired Settlement: I would like to be refunded what they have been charged me from October 2014 through February 2015. $39.95 per month * 5 months = $199.75.
Thank you for your assistance with this dispute.

Business
Response:
We have reviewed the client’s complaint and want to informthe client that we took over her services from The Tax Club. Prior to closing, The Tax Club sent the belowemail in mass to their clients:

“Dear Client,

We are sad to announce that The Tax Club is closing itsdoors as of Friday, October **, 2014. We have arranged for another national taxpreparation and consulting company, Corporate Tax Network, to take over theservicing of your account. We are confident that they will provide youwith the same high level of service we've offered you over the past severalyears. Your monthly fee will notchange and will include tax consulting and preparation of a personal tax returneach year. If we currently provide you with bookkeeping services,Corporate Tax Network will also honor your current monthly rate.

If you have any questions or do not wish to proceed withCorporate Tax Network, please call them at ###-###-#### or email them at *******************************. We greatly appreciate the opportunity we've had to work with you and wishyou the best of luck in all your future endeavors.

If you send checks for payment, please send to:

Corporate Tax Network

*** ******* *** ****
*** ***** ** *****

Best regards,

The Tax Club”

As detailed in their closing email, we will only be doing a personalreturn (not a business return which would be an extra fee). The most we are willing to do at this time isrefund the monthly fees that were billed by us which would be the fees fromOctober-February (5 payments of $39.95). The client will see those credits in the next 3-5 business days. We do apologize for any inconvenience theclient may have experienced and we appreciate your assistance and the client’spatience.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: I hired 1800Accountant for my business accountant in August 2014 for my new business. I expected accountant services and help with filing of by year end business filings. I told them I may not be filing my taxes with them, however they charged me 1990.00 for their services which was for 2014 and included tax preparation for my business. To date, they have failed to provide one piece of paper, or a spread sheet of any kind for my business or to assist me in filing business related items for my taxes. When I asked them about the paperwork for my taxes regarding my business they claim I have none for this year! Months have gone by and at no point was I informed that they would not be doing any work for this year for my business. I asked for a refund, they just sent me a cancelation email, with no mention of a refund. I called back and was told it was past their 30day refund policy. I complained they've done no work for me, not even a spreadsheet of any kind that they have provided for me. Yet they expect to keep all my money for no work! I want a full refund. This is a con.

Desired Settlement: I want a full refund. They have not provided me with a single accounting item of anykind for this year.

Business
Response:
We are still working with this client regarding her refund request and we are willing to offer the client a 75% refund due to the fact that we did provide the client with tax and accounting consultations. We sent the client the updated refund offer yesterday and are awaiting her response in order for us to issue her refund. We apologize for any inconvenience this may have caused and we appreciate the client's patience.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

[Your Answer Here]

I am amazed this company even calls themselves an accounting firm since they never provided me with one statement of the "work" or consulting they said they did. They said they give me a 75% refund but made no mention of why they wanted to keep 500.00 dollars. They did no consulting that warrants that and have provided no documentation of the consulting or the fees associated. i can say they provided nothing of value to me and this is a scam.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

****** *******

Business
Response:
We have already resolved this with the client and have requested that the finance company (the client financed the services) to issue a full refund. If the client would like updates on that refund she will have to contact the finance company as we have already sent them a request ti refund the client in full. Thank you for your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me as long as I receive the full payment, then and only then is the matter resolved.

Additional Notes

Complaint: I paid $2240 for one year's worth of accounting services and advice for my ****** ****** ***. I was told I would have designated accountant, but each time I had an appointment, the accountant was unavailable or another accountant was assigned to me without prior warning or written claim. When my filing taxes were due for my quarterly employee taxes as an LLC, I received no services and had to use my ****** ******* services to calculate all my taxes. When I asked them to review what ****** had calculated for me, they did not do so in a timely manner and I had to incur additional filing fees as a result. I made numerous attempts by email and by phone to resolve this issue and obtain my money back since I signed up with them in August of 2014 - and though they said they would follow up with me or get back to me within 2 weeks, it has been at least 3-4 weeks and no response. Clearly with the April 2015 corporate tax filing coming up, I need my money back so I can hire a qualified accountant to take care of my taxes. They clearly promise many things - but lacked the resources to follow through with their practice. This is why, unlike many accounting services, they expect you to pay for their services in-full at the beginning, so that the ability to recuperate your payment is costly and difficult. I really believe their services are a fraud - and they are deceiving many people by their mass advertising and promises of dedicated accountants that you can have access to at anytime. This is clearly not the case and they have provided no confidence to me that they they are equipped or capable to understand my taxes, let alone have someone capable of filing my taxes. Each time I speak to them, it's a different accountant who asks me for things that I have already provided to them via email or in phone conversations. They just give their customers the run-around and hope you give up so you don't recuperate your losses. The accountants have no accountability to their customers.

Desired Settlement: I would like them to refund to me 90% of my $2240 yearly payment that I made in full. They have provided no tax services at all since I joined their accounting services.

Business
Response:
We have reviewed the client's account and we sent the client a refund offer today via email offering a 50% refund for her tax package in the amount of $745 and a full refund for her quarterly estimated tax payments in the amount of $250. This decision was based on the fact that the client contacted us to cancel 6 month after the date she purchased the service (we have a 30 day cancellation policy) and also due to the fact that we prepared the client's tax plan and form ****. The client also had multiple accounting assistance appointments where we addressed her accounting and tax related questions. Once the client accepts the refund offer, we will issue her partial refunds. Please feel free to contact us if you have any questions and we appreciate your assistance and the client's patience in this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and in that process, the business and myself have resolved the issue to both of our satisfaction. The matter has been resolved. They offered me a refund that I thought was reasonable after some discussions.

Additional Notes

Complaint: I paid for expedited services and was assured that the LLC that I had paid for would be complete by 2/**/15. The reason that I had chosen to use their service was the deadline I was told would be met. I paid $100 to expedite the paperwork so that it would be done by 2/**. I called in today and was told that it will be next week that it will come back. I requested a $50 reimbursement for the deadline that they did not meet. They refused for the reason that it was the state of Ohio that was holding it up. The sole reason I used their expedited service was because I was told that it would be done by 2/**. If there are things that are out of their control they should disclose that and not use the deadline as a selling point. I spoke to *** ******* **** ******. I would have been happy with the partial refund that I requested as a good faith measure but after being refused I would like to register a full refund of services which is approximately $170. There was also a $125 state filling fee paid to the state of Ohio but since that is a fee and not a product or service do not feel that that money should be refunded. I am an over the road truck driver and their missing of the deadline will cost me considerably in lost revenue.

Desired Settlement: Refund for the $170 paid for their services.

Business
Response:
We have reviewed the client’s file and have determined thathe is ineligible for a refund. Ourrecords show that the client purchased prepared incorporation documents, theretrieval of an EIN from the IRS as well as online filing of his corporatedocuments all of which we completed. Ourrecords show that we prepared the client’s corporate documents ($39) and filedthem online ($100) which resulted in the client’s business being registered on2/**/2015. We also obtained the client’sEIN ($39) and emailed him a copy of his EIN and the prepared corporatedocuments on 2/**/2015. Also please notethat the client did not pay $100 for expedited services, that fee was for usfiling his corporate documents online which we did. Based on this, the client is no longereligible for a refund due to the fact that the services were rendered in fulland the client’s business is registered. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

The $100 that was paid was for the electronic filing which I was assured would be completed in full and I would receive my documents by the date previously mentioned. The salesman knew that the date it was the selling point as I told him I would use a different company. I was promised something they couldn't deliver just to get my business.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

***** *****

Business
Response:
We did the online filing which is what I detailed in our previous response therefore the services were rendered. Once we did the online filing, we sent the client copies of the corporate documents. Refunding the client would equate to providing free services that were already provided.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

That is precisely why I originally asked for a partial refund. I did not want a full refund until I was forced to use other channels to deal with this situation. I was promised something that they could not deliver to gain my business. When they failed they refused to give the $50 refund that I requested of the $100 electronic filing fee. This could have been resolved already for the $50 I requested.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Additional Notes

Complaint: After finding the service from 1-800 lacking , on 2/*/15 I requested a refund of fee that I paid $1,490. That said they email a responds with a confirmation that my request will be processed within 48 hours. Today 2/*/15 I was eamil "your membership has been cancelled", As a token of thier committment they will put on thier email list to get thier newsletter! After emailing them that I would be contacting FTC and the New York State Attorney General Office, sent email that my"account is still being reviwed by mananment regarding your refund request". Please allow 3-5 buisness for a resolution.
I have noted online complaints of this nature, I expect the full amount of $1,490, they are not going proform any services. That said I expect a full refund.

Desired Settlement: As requested a refund, not emails and newsletters!

Business
Response:
We have already sent the client an email today informing him that his account is still in review regarding his refund request due to the fact that he cancelled after our 30 day right to rescind timeframe. In that email, we informed him that we will provide him with a resolution by the end of the week. Thank you for your assistance regarding this matter.

Additional Notes

Complaint: I contracted with this business to Form me an llc. Per advertisement and email sent from one employee named ******. The electronic filing take 3 business days. Because of time sensitivity, I decided to use them to form my llc. In fact after 6 business days I decided to call this company and they gave me the run around stating my card was declined and they didn't have a chance to call me. I called my credit card company and in fact it was not going through because they incorrectly input the expiration date. After they previously correctly charged my card for their initial fees of 199 dollars. They stated they will fix it and ******* charged my card and stated I should receive my document within one business day. AFTER THREE MORE business days I had received nothing I asked for a refund repeatedly and they refused and then I left messages for ******* and asked to have my compliant relaid to the *******. NO RETURN CALL NO REFUND NO CUSTOMER SERVICE. I finally hear back 2 Business days later with nothing and thanking me for my service.This company takes your money and runs.

Desired Settlement: I would like to get a refund. This company has not delivered per their advertisement. They have not kept good communication with me as a customer. They have been non responsive when asked for a refund.

Business
Response:We have reviewed the client's file and have determined that she is ineligible for a refund. This decision is based on the fact that services were rendered to the client. The service that the client purchased was for prepared incorporation documents and online filing of her business. Our records show that we attempted to file the client's prepared incorporation documents on January *** 2015 but the client's credit card was declining when we tried to register her business with the state. The client provided us with an updated card which resulted in us refiling her corp documents and registering her business on 1/**/2015. The delay in filing the client's documents was due to the declining of her credit card not anything that we did incorrectly. To date the client's business is registered with the Secretary of State ** **** effective 1/**/2015 therefore she remains ineligible for a refund since the service was provided. If any documentation is needed to substantiate the above referenced information, we would be more than willing to provide that upon request. Thank you for your assistance regarding this matter.

Additional Notes

Complaint: I previously filed a claim that was closed because the business agreed to a refund that I have still not received. The original claim is Case #: ********.

Desired Settlement: refund of $596.00

Business
Response:
We are still waiting for the client to accept the refund offer.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

I have already acknowledged that I would accept the 75% refund. Once I receive it, the claim will be closed.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

******* ********

Business
Response:
We have issued the client's four refunds in the amount of $111.75 each back onto the original form of payment on 1/**/2015 therefore the credits would have already posted to the client's account. We request that the client review her credit card statement or contact her credit card provider in order to confirm that the credits were posted. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: I pay to this company to register my business in Florida. I called 2 weeks later to check the status of my order and they told me to wait another week. I called 2 minutes ago to check the status and the same guy that I talk 2 weeks ago told me that they sent me an email requesting more information. I did not receive any email and I check all my folders and there is 0 emails from this company. I ask the guy if I can cancel my service with them and get my money back. he transferred me to customer service and I been waiting for over 50 minutes and nobody has answer. Don't get this company this company has the worst service. I think this company is a scam.

Desired Settlement: I want my money back ASAP

Business
Response:
We have already resolved this dispute with the client. We issued a full refund on 1/*/2015 and the client should already see those fund in his account. We do apologize for any inconvenience the client may have experienced. Thank you for your patience regarding this matter.

Additional Notes

Complaint: I have paid 1800accountant a fee of $149 per month since July 2014 for full bookkeeping services. Since that time, I have had numerous issues with them - cancelled appointments, rude customer service, non-responsiveness to my issues, and most importantly they have failed to provide the services I agreed upon:
1. I was told by the sales rep they would complete my 2013 personal tax return and later told by the accountant that was incorrect.They offered to do them for an additional fee of $500, which I declined.
2. I was to receive monthly financial statements and later told that it would be quarterly, but I never received ANY financial statements during the 4 months.
I contacted the company on several occasions inquiring about the whereabouts of my financial statements. In mid October, I was told they were behind due to the tax season and would finalize my statements shortly. Three weeks later, I contacted them again. Initially, I spoke with *** who hung up on me and was very rude. Next I spoke with ****, "*** *******". He said I didn't send my financial transactions in until the end of October, which is inaccurate. I have emails to validate my information was submitted on Oct. *. I asked **** to provide validation of my late submittal, he did not. I asked the company to refund all fees paid since July since the company did not provide the agreed upon services and was refused.
1800accountant did not meet the contractual obligations of our agreement, therefore I am entitled to a refund of all fees.

Desired Settlement: I am no longer interested in doing business with them, therefore my account has been closed to prevent additional charges. I would like all my fees refunded for 4 months-$596.00.

Business
Response:
We have reviewed the client's file, and have determined that we are willing to offer a 50% refund. This decision is based on the fact that we completed the client's first quarter of bookkeeping but needed one piece of additional information from the client but since there was a delay in the time that the bookkeeper received the documents, the client no longer wanted to provide this information and just wanted to cancel. We tried to rectify it internally but the client opted to go through the bbb. If the client accepts the refund offer, we request that she inform us through the bbb and we will issue her refund within 48 hours of receiving her acceptance. Please feel free to contact us if you have any questions. Thank you.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

The business states they requested additional information that was never received, this is false. All required documentation for the financial statements was submitted on Oct *. 2014. After that date, there was no follow up from the business only my emails inquiring about the status (see attached). Please have the business provide a copy of the email sent to me for additional information, since they are reporting this caused the issue.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,

******* ********

Business
Response:
We will only be refunding three fees as we completed the client's books but were awaiting one other piece of information in order to finalize it. We are also willing to send the client her statements but a full refund will not be refunded at this time due to the fact that the client's books were completed and we are trying to reach a middle ground by issuing a 75% refund. If the client accepts the refund offer, we request that she inform us through the BBB. Thank you.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me if $447 is refunded. Once the funds are deposited I will consider this matter resolved.

Additional Notes

Complaint: I prepaid for one year of accounting services with 1800Accountant in July 2014. I had set up my LLC in April of 2014, and I had started to purchase items for the business, but I did not actually do any business until September of 2014.
The reason that I chose to purchase services with 1800Accountant was because the salesman stated that we would have unlimited access to an accountant and that we could avoid purchasing QuickBooks. About two months later, however, I did indeed need to purchase QuickBooks.
As I had not started to do any business yet, I did not utilize the services within the first 30 days. Looking back on my experiences with 1800Accountant, had I been able to do so, I am certain that I would have cancelled within that timeframe.
Customer Service and response time from 1800Accountant is very poor. I had requested a full refund after one month’s statements were completed, and I was told that I could not receive a refund. Instead, I was assigned a new bookkeeper. The customer service did not improve with the second bookkeeper.
In addition, there is a report that I need generated each month, and neither of my bookkeepers informed me that this was not a report that they could provide. Instead, they simply did not respond to my repeated attempts to contact them and request this information. In fact, although my bookkeeper knew I needed this report by a certain date, she sent me my other statements without the report, and then was unreachable for 10 days. I then contacted the person that was assisting her during her leave multiple times, and carbon copied my bookkeeper, and did not receive a response from either person.
I just recently again requested a refund, but I had lowered my request to only a 75% refund, as they have now completed two months’ worth of statements for me. The response I received was that a 65% refund was the most that they could do.
I’ve read the complaints listed on the BBB and most of them revolve around poor customer service and response time. I would think that 1800Accountant would start to realize that customers really do care about service and availability. And, in many of the cases I read, the fees were refunded, or a 15% fee was kept. Therefore, my request for a 75% refund was not farfetched.

Desired Settlement: The outcome I desire is for 1800Accountant to refund a minimum of 75% of the $1990 that was paid.

Business
Response:
We have reviewed the client's dispute and will agree to the 75% refund. That refund will be issued in 24-48 hours and will post to your account in 3-5 business days. Please feel free to contact us if you have any questions. Thank you for your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: Two weeks after signing up with 1800Accountants, I sent my first email to my accountant. I received no response. I sent another one. Again, no response. Almost 2 months after signing up with them, I am finally informed that the person I was trying to contact was no longer with the company. I was assigned a new accountant. Communication was only slightly better, however the only thing close to any bookkeeping I received from this company was an incomplete 2nd quarter financial statement. Numerous emails were sent to my accountant to rectify the issue. After a month of not hearing anything back, I decided to cancel my membership with them. The package I originally purchased was to include personal and business tax preparation for 2014 on top of the non-existent bookkeeping, but as I canceled before tax time, this service was obviously not provided. I was told they have a 30-day refund policy and therefore would not be receiving any money back.

Desired Settlement: As communication with the accountants was practically non-existent, little-to-no bookkeeping was actually provided, and no tax preparation was required of them, I feel a full refund of what I have paid is due.

Business
Response:
We have resolved this dispute with the client internally and have refunded the client in the amount of $600 ($400 by us and $79.38, $79.38and $41.24 by ******** *********). The client agreed to the refund amount and will see all the credits in the next 3-5 business days. We do apologize for any inconvenience the client may have experienced and we appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me and the matter has been resolved.

Additional Notes

Complaint: My company signed up with 1800 Accountant to do our bookkeeping and tax filings. We had no problem getting someone on the phone when we were being courted by this company. (They were referred to us through ********* - I am also following up with them) As soon as we signed up and made our first payment, we couldn't get anyone on the phone about their services or our account for over 3 weeks. They provided no instructions or tutorial on how to use their services (website). When we were being pitched their products, we were told they had a fully functioning website as well as a phone app that we could use to upload our receipts and view our account. Those were there key selling points for us, on top of them managing our receipts and prepping our taxes.
We quickly found out that the phone app didn't work at all. It didn't connect to their company, the phone number attached to it was a line not in service and their website had issues. They said the website was new and they were still working to get it up and running properly. On top of that, in every correspondence, either by phone or email, they could't get our names right. That gave us absolutely no confidence in their ability to be able to file our taxes properly with the proper names. We also had no confidence in them making sure the proper social security numbers would be with the proper individual.
We felt as though we were guinie pigs for their company. Taxes are a very important part of every individual and company, and to not have confidence on top of them not able to provide the services we were promised is a big deal. I was particularly annoyed when they didn't have a tutorial on how to use their website, they just threw us to the wolves and let us figure it out. They eventually had someone walk me through the website after numerous attempts to speak with someone on the phone about it. Not to mention, I couldn't upload any documents for over a 6 week period of time where their website was obviously not working properly.
Needless to say, we are not happy with their services and I'm not satisfied with their amount they offered as a refund. We feel this company greatly exaggerated their services, especially when they are still having website issues and completely misrepresented what they offer.

Desired Settlement: They have offered $531.50. That involves a charge of $250 (they are claiming they have a right to a 15% admin fee), a charge of $200 (with another 15% admin fee) and one month of service of $149.
We spent a total of $897 and would like to receive that amount IN FULL, with no admin fee charged.

Business
Response:
We have reviewed the client's file and have determined that he is ineligible for any further refunds as the client accepted our refund offers in the amounts of $212.50, $200 and $149 despite the client cancelling the service after our 30 day right to rescind timeframe. As for services, the services were available to the client to utilize some of which is rendered in 2014 (taxpreparation) but the client opted to cancel because they were not using the services which we can not be held responsible for. Due to the fact that we have resolved this dispute internally and the client accepted the refund offer, no further refunds will be issued. We do appreciate your assistanceregarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

[Your Answer Here]

This was their final email to me regarding this matter:

"I am sorry but the refund offer is final as you cancelled after our 30 day right to rescind timeframe and technically after that timeframe, we do not issue any refunds but as a courtesy, we offered a partial refund."

They obviously weren't even willing to negotiate as it states it was their final offer. I took it as I figured they might balk out entirely and I wanted to get something and I would pursue further action after the fact. Their 30 day policy - they kept saying, give it a little more time and us the chance to fix things. The website was not working properly for over 6 weeks (I couldn't upload any documents needed to properly execute my account) and their web app (Which they highly touted during their sales pitch as a great tool to make things simple and easy) never worked from the get go. So that 30 day policy is flawed and we feel we sere scammed as they tried to keep us past that 30 days and now they can throw that out as an excuse. Their services were NEVER on par with what they advertised when selling us.

They were blatantly selling a service that they do not have the means of being able to execute. Their app DOES NOT WORK. That was the main selling point on why we signed up so it would make things easy and convenient on our end - that never happened. It was a headache from the get go. They were very graceful and easy to get a hold of prior to us signing up, then when we did sign up and after they received payment from us, it took 3 weeks to be able to get anyone on the phone, explain to us how to use the website or to be able to speak with our book keeper. And quirt frankly, we received conflicting information from them on how to handle our bank accounts and payments.

They could not get our names correct in any correspondence with us and showed us no confidence in their services. These are the facts. Regardless of what they are saying, I agreed to what they offered because I was afraid they'd blah and we'd get nothing back. They are not willing to show any humility in the fact that they are still trying to figure things out on their end.

I caution anyone who is interested in using their service to do their due diligence. People are better of using a local CPA who they can interact with on a personal level. The consultant fees are worth it if you have a very simple and basic company set-up without a lot of paperwork. We are now managing our receipts and paperwork ourselves and will turn them over to a CPA who works in our industry and will be costing us far less and not leaving us with unanswered questions.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Sincerely,
******* ******

Business
Response:
The client obviously forgot to put in the entire communication he had with us. Initially we offered the client only a refund minus 15% for only the quarterly estimated tax payments and the client's additional partnership return. The client stated that that was unsatisfactory and wanted a full refund for the quarterly estimated tax payments and the personal return in addition to one months of fees at $149. We then re-reviewed the client's account and changed our offer to a full refubnd of $200 for the partnership return (which he requested), a refund of one months of fees (which he wanted) and we maintained the refund minus 15% for the the quarterly estimated tax payments. If this is not compromise then we are not sure what compromise is in the client's eye since we increased the refund offer based on his requests. Below is the email communication that the client omitted in his response to you. Thank you for your time.

I have reviewed the response made by the business in reference to complaint ID# ********, and have determined that my complaint has NOT been resolved because:

[Your Answer Here]

I replied the way I did because I wanted to be sure I'd get something and that they wouldn't balk out entirely on me getting some sort of refund. As I stated in my previous correspondence with them, I was never satisfied. I figured I'd be nice and cordial with them in order to at least receive the amount they were giving me, but in no way am I satisfied and quite frankly, when they say they are giving me their final offer, it makes me feel like they will gladly turn around and walk away from the conversation and give me nothing.

Their business practices and dealing with the customer is atrocious. I would have pre freed to actually speak with someone, but they won't even call their people back other than put someone on the phone who doesn't have the power to maker any of the decisions I'm looking for.

Also, I don't appreciate them cutting and pasting my email address on this board where I'm told could be made public, which is why I cut and pasted only the body of their email and not the persons email address. Where is the sense of privacy and professionalism?? Obviously there is none and it speaks volumes on how this company conducts their business.

In order for the BBB to appropriately process your response, you MUST answer the question above.

Additional Notes

Complaint: I ordered the package of registering business S-Corporation from 1800accountant website. they charged me $249 for just their services in 06/**/2014. Tow days later, I paid $275 for Illinois Court bill that is separate from their bill. After 2 days I got just 2 papers that they claim it is my business doc. I asked them that they charged me $249 for a whole package including binder, stocks, stamp and etc....somebody called me back as a chief and mentioned that the person who charged you and sold the service does not working in this office any more and if you want the binder and the other stuff you gotta pay $100 more. I got so pissed and meet a lawyer in Chicago and he told me that even the article of the business is incomplete and he asked me to contact you. They gotta send me the whole package or 100% refund me.this is very serious for me ,if you don't attention I will go further....

Desired Settlement: they are responsible for the complete business registration and the whole package of binder, stocks and stamps....
If this is competetive business, please check their competitors like legal zoom, rocket lawyers and ....

Business
Response:
The service that the client purchased only included prepared incorporation, the retrieval of an EIN, an operating agreement and online state filing all of which we rendered. The client paid $149 for the prepared incorporation documents, EIN and operating agreement and $100 for the us to file her documents online with the state as opposed to her mailing them to the state. Based on this, there are no other services to be rendered and no refund will be issued. Thank you for your assistance regarding this matter.

Additional Notes

Complaint: For months now I have been trying to get my bookkeeping going with 1800Accounts. They rarely respond to emails, now I can't reach them via their 1800 number or the number of my accountant. They were supposed to provide me a secure means of file upload. While I can log in, the web application does not allow me to upload any files. They, to this date, have not provided any bookkeeping services. They prefer I use drop-box but that is not very secure even with a password. I have emails my bookkeeper many times and have not had any response. In my eyes this is an epic fail of service.

Desired Settlement: I would like a full refund of the fees paid by me for the bookkeeping service and a pro-rated refund of the account fees.

Business
Response:
We have reviewed the client's file and have determined that we are willing to offer the client a full refund minus a 15% administrative fee for only the bookkeeping service. As for the services,the application for the client's bookkeeping is down but the client also has the option to either mail us or email us copies of his originals which we have not received. As for the unlimited access to an accountant, that fee will not be refunded due to the fact that the client activated his membership and once activated, that fee is non-refundable. If the client accepts the refund offer, we will issue the client's partial refund for the bookkeeping services. Once the client's acknowledges acceptance, we will issue his refund. We appreciate your assistance regarding this matter.

Consumer
Response:
Better Business Bureau:

I have reviewed the response made by the business in reference to complaint ID ********, and find that I have no choice but to accept this offer. I am an IT professional and I find email, areas such as *******, ****** *****, etc to not provide the security required by me for my financial statements and quick-books file. While accepting this offer, I do not agree with the 15% admin fee as virtually nothing has been done from 1800Accountants side concerning the bookkeeping. .

Additional Notes

Complaint: We were given incorrect information by the sales people. There is poor coordination between sales team and accounting division. 1) At the time of sign up I was told that there will be online program available to access. When I talked to second accountant person *** ****** she said it is not available and I will not have the access of any information. I have to request each time if we needed any information and the respond time is 48hr to 72hrs. We are current preparing our budgets it is very crucial for us to have the access as per needed bases.2) At the time of sign up I was told that the bookkeeping will be done on after the fact bases upon as soon as statement posted. Again it was different statement then what ****** told me according to her it is done on quarterly bases.3) when I was set up with accountant first time with *** **** He could not even answer some of very basic accounting questions. Example difference between LTD and LLC, Cash bases bookkeeping or accrual base bookkeeping.I had total 3 calls from three different persons, *** ***, a ********* *******(don't know the name) and ******. A call from ********* ******* was ended with the statement that I have to follow the sequence since I did not had an assigned accountant he can not help me until then.I strongly believe that it is unfair to charge me when the bookkeeping services was not even started. I talked to customer services I was told that we are not even setup as a company. Please kindly refund the full amount due to the fact that I was misguided with the information that was provided to me.

Desired Settlement: I strongly believe that it is unfair to charge me when the bookkeeping services was not even started. I talked to customer services I was told that we are not even setup as a company. Please kindly refund the full amount due to the fact that I was misguided with the information that was provided to me.04/**/2014 Charged $ 149.0005/**/2014 Charged $ 149.00There was NO BOOKKEEPING services provided.

Business
Response:
We have attempted to resolve this dispute with the client by offering a
partial refund in the amount of $149 but the client declined the offer. This decision was based on the client’s
dissatisfaction as well as our policy which was sent to the client via email in
the form of an electronic receipt.
According to our policy “If you have activated the Services, you
acknowledge that we will retain the first month’s charges.” Our records show that the client had multiple
appointments with our accounting team which is considered activation of his
account therefore he remains ineligible for a refund for the initial fee of
$149. We are still willing to refund the second month’s fee of $149 once the
client acknowledges acceptance. We
therefore request that our response be forwarded to the client. We appreciate your assistance regarding this
matter.

Business
Response:
We have attempted to resolve this dispute with the client by offering a
partial refund in the amount of $149 but the client declined the offer. This decision was based on the client’s
dissatisfaction as well as our policy which was sent to the client via email in
the form of an electronic receipt.
According to our policy “If you have activated the Services, you
acknowledge that we will retain the first month’s charges.” Our records show that the client had multiple
appointments with our accounting team which is considered activation of his
account therefore he remains ineligible for a refund for the initial fee of
$149. We are still willing to refund the second month’s fee of $149 once the
client acknowledges acceptance. We
therefore request that our response be forwarded to the client. We appreciate your assistance regarding this
matter.

7/3/2014

Advertising/Sales Issues
|
Complaint Details Unavailable

3/18/2014

Advertising/Sales Issues
|
Complaint Details Unavailable

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